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
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...
Richard Welch (Rick) (CRD# 5955239) is a Wealth Advisor and the Chief Investment Officer of Academy Wealth Advisers, LLC. I specialize in providing investment advice, portfolio management, diversification and asset allocation strategies. We are located in Bucks County, Pennsylvania, near the City of Philadelphia, and serve clients across the Mid Atlantic region. I serve the needs of many different types of clients, including soon-to-retire and retired, moderate to high net worth individuals, couples and families, businesses, trusts, private business owners and corporate executives. I personally...
Keka Rath (CRD# 5091421) is an Investment Advisor Representative working at Nextgen Wealth Counselors Limited Liability Company in Plainsboro, NJ and has over 11 years of experience in the finance industry. Keka Rath 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.
Nitin Shah (CRD# 5531784) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plainsboro, NJ and has over 9 years of experience in the finance industry.
Carlos Sosa (CRD# 2971498) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plainsboro, NJ and has over 19 years of experience in the finance industry.