Sterling Financial Planning Inc.

Sterling Financial Planning Inc. (CRD# 108664) is a financial advisory firm headquartered in Sparta, NJ. They manage $540,177,990 in 1,325 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    1,325
    ACCOUNTS
  • Average Account Value
    $407,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Sterling Financial Planning Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Matthew J. Hannum
CRD#: 4648935
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Matthew Hannum (CRD# 4648935) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 18 years of experience in the finance industry. Matthew Hannum 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.

2
Deanna Iannuzzi
CRD#: 2113072
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Deanna Iannuzzi (CRD# 2113072) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 30 years of experience in the finance industry.

3
Nicholas A. Nicolette
CRD#: 1029894
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Nicholas Nicolette (CRD# 1029894) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 37 years of experience in the finance industry. Nicholas Nicolette 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.

4
Glen A. Thomas
CRD#: 1858079
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Glen Thomas (CRD# 1858079) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 31 years of experience in the finance industry.

5
Bruce R. Tucker
CRD#: 1604559
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Bruce Tucker (CRD# 1604559) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 33 years of experience in the finance industry. Bruce Tucker 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.

6
Ross D. Weiner
CRD#: 5499957
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Ross Weiner (CRD# 5499957) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has 1 year of experience in the finance industry. Ross Weiner 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.

7
Constance P. Millahn
CRD#: 6062048
60 Blue Heron Road, Suite 201, Sparta, NJ 07871

Constance Millahn (CRD# 6062048) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 9 years of experience in the finance industry. Constance Millahn 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.

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