Aca/prudent Investors Planning Corporation
Aca/prudent Investors Planning Corporation (CRD# 47798) is a financial advisory firm headquartered in Green Brook Township, NJ. They manage $164,887,700 in 1,668 accounts and serve the financial needs of clients across 14 states (or territories).
Total Assets Under Management165MILLION
Total Number of Accounts1,668ACCOUNTS
Average Account Value$98,854
- A percentage of assets under your management
- Market timing services
AZ, CA, CT, FL, MA, MD, NC, NE, NH, NJ, NY, PA, TX, VA
Robyn Goldstein (CRD# 4486022) is an Investment Advisor Representative working at Aca/prudent Investors Planning Corporation in Green Brook Township, NJ and has over 15 years of experience in the finance industry. Robyn Goldstein 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.