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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 07803

Out of 400,000+ nationwide

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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

General retirement planning Wealth management
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Victor V

Series 63

Long Valley, NJ

Tango Capital Management, LLC.(Tcm)

Options & derivatives strategies ESG / Sustainable investing
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Brian O

CFP®, Series 63, Series 65

Morristown, NJ

O'Dowd Asset Management LLC

Options & derivatives strategies Private / alternative investments
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Daren O

Series 66

Whippany, NJ

LBK Financial LLC

Passive / index investing
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John D

Series 63, Series 65

Denville, NJ

Chambers Capital, LLC

Options & derivatives strategies Passive / index investing
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Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Private / alternative investments Retirement income strategy Options & derivatives strategies
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John F

CFP®

Summit, NJ

Grand Life Financial LLC

John Foligno has 30+ years of professional work and coaching/mentoring experience, which includes over 10 years of running his own business. Through empathy, active listening and thoughtful counsel, he lives his personal mission by inspiring people to overcome the roadblocks that prevent them from accomplishing their goals, and helps them to find enlightenment, fulfillment, and financial well-being. He specializes in supporting high-net-worth households, although he enjoys working with all manner of people. As a business owner, John learned the hard way how much he would have benefited from a financial steward who understands the myriad challenges of running a business. That experience, coupled with his passion for financial planning, enables him to relieve business owners of the day-to-day concerns of reaching their financial goals, which frees them to focus on their growth and ultimate exit strategy. As a graduate of Syracuse University’s Whitman School of Management, John studied finance and marketing. John is a member of NAPFA, whose members completed a broad-based advanced education program in financial planning and are trained to provide coordinated advice on issues surrounding a client’s entire financial picture. When he is not fulfilling his fiduciary obligation of putting his client’s interest first, John is sharing time with his wife, Michelle, his daughter, Ruby, and their golden retriever, Honey. He enjoys a healthy lifestyle of strength conditioning and hiking as well as watching sports and reading. John is a first-degree black belt in Goju karate that guides his disciplined approach. He volunteers his time for the honor of helping people with limited financial education to make more informed decisions and has been featured in financial planning media journals to share his insights.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Executive Financial coaching / therapy
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John F

Series 63, Series 65

Short Hills, NJ

Mill Hill Management

Options & derivatives strategies Active portfolio management Executive Founder/Business Owner
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Eric N

Series 65

Short Hills, NJ

Abe Capital Management, LLC

Options & derivatives strategies Private / alternative investments
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