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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
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...
Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 13 years of experience in the finance industry. Thomas Ausfahl 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.
Benjamin Blake (CRD# 6763973) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 6 years of experience in the finance industry. Benjamin Blake 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.
Charles Boinske (CRD# 1295580) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 39 years of experience in the finance industry.
Elizabeth Brozena (CRD# 6355330) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 8 years of experience in the finance industry. Elizabeth Brozena 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.
Bradford Burlingham (CRD# 4555853) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 13 years of experience in the finance industry.
Shirley Chamberlain (CRD# 3046327) is an Investment Advisor Representative working at Park Avenue Securities LLC in Westwood, NJ and has over 25 years of experience in the finance industry.
Timothy Clark (CRD# 2089775) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 20 years of experience in the finance industry.
Elizabeth Cunagin (CRD# 3041334) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 25 years of experience in the finance industry. Elizabeth Cunagin 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.
Michael Devizio (CRD# 6117158) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 10 years of experience in the finance industry.