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I am the fiercely independent founder (2007), principal, and sole owner of Jersey Shore Financial Advisors LLC (JSFA).

Hi – I am Narumi Yoshida, the Founder & CEO of Yoshida Wealth Management, Inc. We are a Financial & Tax Advisory Firm for Japanese Business Owners and Investors in the US.

Laura Rotter founded True Abundance Advisors for people navigating big life transitions and preparing for the next chapter of their lives. Laura believes that the accumulation of wealth is only part of the financial planning process, and that true abundance comes from learning how to employ that wealth to do the things you most value. After a successful career on Wall Street, Laura now partners with clients to achieve both financial security and life satisfaction.

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born.

Specializing in retirement, tax planning, and investment management for tech professionals and business owners, I’m a Fee-Only CFP® and CPA serving clients nationwide from the NY Metro Area. I help simplify decisions, optimize taxes, and grow wealth.