As a financial advisor for over 27 years, I have had the privilege of partnering with clients as far away as Hawaii and as near as my office in Parsippany in Morris County, New Jersey. It has been my professional goal to uniquely design each of my clients’ portfolios throughout my career.
My clients seek preparation for their retirement, are recently retired, or have had a 401(k) in the past. Major life events such as an inheritance, divorce, death of a loved one, or long-term care protection are areas that I help my investors navigate as their financial advisors.
The privilege of helping empower my clients to have a happy retirement, spend time with family, and live out personal passions in their lives is what I enjoy most about being a financial advisor. This is accomplished by helping my clients take control of their finances, making informed decisions, and attaining the goals they have set. Investing is not about the money in your wallet or your wealth; it’s about working toward security for your family while living comfortably in retirement.
I am a graduate of Montclair State University, earning a bachelor’s degree in economics, have completed the American College of Financial Services Financial Planning Certificate curriculum, and am licensed in life, accident, health insurance, and securities.
I enjoy being an active member of the Sons and Daughters of Italy in America, the Parsippany Area Chamber of Commerce, and the Taste of Parsippany Committee. I am also a member of the Knights of Columbus and the Italian Cooperative of Fairview. Some of my recreational interests are golf, track and field, and cross country. I have also completed a 26-mile marathon.
Categories: Financial Services
Chamber Contact: Joseph Bonadeo