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...
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...
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...
Shrikant Nadkarni (CRD# 1921932) is an Investment Advisor Representative working at Next Horizon Advisors LLC in Somerset, NJ and has over 24 years of experience in the finance industry. Shrikant Nadkarni 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.
Richard Staenberg (CRD# 1538991) is an Investment Advisor Representative working at Park Avenue Securities LLC in Somerset, NJ and has over 20 years of experience in the finance industry. Richard Staenberg 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.