Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
SRI Investing LLC is a registered investment firm based in New York City and specializing in socially responsible investing (SRI). SRI helps you align your Investment and financial goals with the impact you want to make in the world. We work with socially conscious investors in the New York City metro area and throughout the country.
With over 40 years of combined financial advisory and planning experience, co-founders Gary Matthews and Amy Pender merge their professional financial expertise with a passion for investing in a better world. Prospective investors might receive a proposal from either...
John P. Middleton, CFA, CAIA, AIF® joined Brighton Financial Planning in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director & Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with approximately $2.5 billion in assets under management. At IQS, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. Additionally, John was responsible...
William Ryan (CRD# 2066852) is an Investment Advisor Representative working at Lpl Financial LLC in Hackettstown, NJ and has over 25 years of experience in the finance industry. William Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Frank Eberhart (CRD# 2798858) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Hackettstown, NJ and has over 19 years of experience in the finance industry.
Barry Goldberg (CRD# 1014793) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Hackettstown, NJ and has over 33 years of experience in the finance industry.
Rahn Singer (CRD# 4484372) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Hackettstown, NJ and has over 14 years of experience in the finance industry.