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Advisors near 07701

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Joseph K

Series 66

Middletown, NJ

Joseph C. Kelly & Associates, Inc.

General retirement planning Wealth management
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Dennis O

Series 66

Farmingdale, NJ

Coastal Financial Advisors, Inc.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Kristen V

CFP®

Neptune, NJ

Pathways Financial Planning

Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

General retirement planning General tax planning Work/Life Balance
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Howard S

CFP®, Series 63

Belmar, NJ

Integrated Asset Management, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy
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Wesley C

Series 63, Series 65

Red Bank, NJ

Olson, Cross & Alamo Advisors LLC

Options & derivatives strategies Private / alternative investments
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Alice S

Series 63, Series 65

Keansburg, NJ

Solomon Investment Group, Inc.

College savings (529s, UTMA, etc.) Annuities
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Peter S

Series 66

Little Silver, NJ

Adaero Capital Management, LLC

Active portfolio management
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Robert M

Series 63, Series 65

Neptune, NJ

DTM Advisory Group LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Long-term care insurance
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Matthew H

Series 65

Parlin, NJ

Howard-Martin Capital Group, LLC

Active portfolio management
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Donald L

CFP®, Series 63, Series 65

Long Branch, NJ

New Amsterdam Wealth Planning

Retirement income strategy Options & derivatives strategies Cash flow / budgeting
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