Advisor at Jersey Shore Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jersey Shore Financial Advisors LLC
Location
Red Bank, NJ 07701
Credentials
CFP®, CRPC®
Industry experience
19 years
I formed JSFA because I found it nearly impossible to do the right thing for clients when there is a complex corporate structure (and sales pressure) telling me what to do/not to do for clients.
Let me be your guide to establishing a financial life plan that allows you to live life looking forward without fear.
I do my best work with: • Recent (or soon to be) widow or widower. • Couples within 5 years (before or after) of retirement. • Total assets (excluding primary residence) of at least $1,000,000. • Your spouse handled all the money decisions; and now you need a guide to help you evaluate & prioritize financial decisions. • You need/want a thinking partner to help you clarify & organize your financial life.
I do not work for an insurance company or investment firm. It’s just me and you. In fact, I will put in writing that I am a fiduciary and will put your interests first.
I charge a fixed, flat fee for financial planning and investment management which is very different from most others in the financial business.
Although I’m normally near the beach in Eastern Monmouth County, New Jersey or on a ski slope in Vermont, I can work remotely with clients regardless of geographic location.
Based on Jersey Shore Financial Advisors LLC
Based on Jersey Shore Financial Advisors LLC
n/a
Minimum $2550
The Fiduciary Family Steward: Comprehensive financial planning and investment management for a combined flat fee. Designed for families in transition – to retirement, to being single, to planning for life challenging illness. I do my best work with: > Couples within 5 years of retirement > Your assets (not incl. primary residence) are greater than $1 million > Focus on planning for the rest of your life >You are widow/widower now or expect to be
140 Broad Street, Suite 200
Red Bank, NJ 07701
New Jersey
Jersey Shore Financial Advisors LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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