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...
William Diodato (CRD# 4448269) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Spotswood, NJ and has over 8 years of experience in the finance industry.
Thomas Kim (CRD# 1770459) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spotswood, NJ and has over 29 years of experience in the finance industry.
Harvey Fram (CRD# 2154776) is an Investment Manager (as opposed to an Investment Advisor), founder and lead Portfolio Manager at Constantia Capital LLC in Lawrence Township, NJ and has over 24 years of experience in the finance industry.
Avoid Fees on top of Fees !! More info at www.ConstantiaQuant.com
We offer a suite of Investment Stategies with a proven track record of beating their respective benchmarks:
* Merger-Arbitrage, a fixed-income alternative, earned 6% annlzd since inceptn.
* Large-Cap 130/30 - exceeded the Russell 1000 by 2% annlzd since inceptn.
* Small-Cap 130/30...
Loretta Hutchinson (CRD# 5490081) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Yardley, PA and has over 9 years of experience in the finance industry. Loretta Hutchinson 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.
KAI Advisors is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving families and small businesses nationwide.
Ajay Kaisth is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELORS designee.
He has been a member of NAPFA, the National Association of Professional Financial Advisors, since 2004. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. He founded the Princeton Study Group for NAPFA in 2006 and currently serves as...