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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Michael S. Cocco, CFP®, ChFC® helps individuals planning for retirement implement strategies that empower them to control their financial destiny by utilizing a comprehensive approach to financial planning.
For more than a decade, Mike and his team of planners and service professionals have created customized comprehensive strategies for their clients to improve their financial situation.
Mike and his planning partners are Certified Financial Planner™ professionals. Mike is a Chartered Financial Consultant®, and has attended the AXA Institute at Harvard University, an advanced learning...
Robert Troyano (CRD# 1502551) is an Investment Advisor Representative with H Beck and is located in Saddle Brook, NJ and has over 21 years of experience in the finance industry. Robert Troyano 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John works as a financial advisor in UBS' Flagship office in New York City.
He has a specialty in Equity Compensation. In fact, he is one of a select few advisors nationwide that the firm designates as a Corporate Stock Benefit Consultant.
He travels extensively across the country as a member of UBS' Equity Plan Advisory Network in helping to educate and create financial plans for Senior and Mid level executives of Fortune 500 companies.
Prior to joining UBS in 2008, John served as an Associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management...
Dominick Molinaro (CRD# 4866224) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lawrence, NY and has over 12 years of experience in the finance industry.
The WealthPlan is a comprehensive financial services and wealth management practice serving clients across the generations. The firm has office locations in Long Island & Manhattan; advising over 200 clients nationally. David Warshaw, CHFC®, CLU® founded The WealthPlan to bring clients an incredible financial planning experience by serving as their chief financial officer - allowing clients to focus on the things they enjoy.
David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial...
Vito Abbondandolo CPA/PFS, CIMA,CPWA (CRD# 2915697) is an Investment Advisor Representative working at Abbondandolo Wealth Management Corp in Glen Cove, NY and has over 18 years of experience in the finance industry.