My name was listed along with the other award winners in this month's New Jersey Monthly magazine! Of the nearly 4500 NJ-area wealth managers considered for the award, only the top 9% were named 2018 Five Star Wealth Managers.
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The CFP Board put out this 30-sec clip showing how easy it is to be duped by someone claiming to be a real financial planner. It's really funny... but a little scary too. Please make sure to check your advisor's credentials! I recommend an experienced fee-only certified financial planner professional.
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