Advisors at this firm
Frank A
ChFC®, Series 63, Series 65
Fair Lawn, NJ
NPA Asset Management, LLC
Frank Ammirato is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including over two decades at NPA Asset Management and Nationwide Planning Associates. Outside of his advisory work, Ammirato provides FAA financial consulting and tax preparation services for a limited part of the year. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often utilizing third-party sub-advisors while maintaining supervisory oversight.
Kevin M
Series 63, Series 65
Fair Lawn, NJ
NPA Asset Management, LLC
Kevin Morse is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. since 2012. Outside of his advisory role, Morse serves as a firefighter with the Morristown Fire Department. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation and works with approved sub-advisors for day-to-day trading while maintaining supervisory oversight.
Jeffrey L
Series 66
Hato Rey, PR
NPA Asset Management, LLC
Jeffrey Lapetina Mafuz is a financial advisor at NPA Asset Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Oriental Financial Services Corp for 16 years before joining Nationwide Planning Associates Inc. His outside interests include a silent partnership in a residential remodeling business. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs through its Advisor’s Edge platform, combining advisor-led planning with model portfolio implementation and oversight of third-party sub-advisors.
Eduardo P
Series 63, Series 65
Hato Rey, PR
NPA Asset Management, LLC
Eduardo Pou Monagas is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Nationwide Planning Associates, Inc. since 2017 and previously spent 11 years with Santander Securities. Additionally, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory and reporting responsibilities.
Jonathan D
Series 63, Series 66
Fair Lawn, NJ
NPA Asset Management, LLC
Jonathan Dreskin is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2011. Outside of his advisory role, he is involved with a family limited partnership and works as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that provides managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.
Diana C
Series 63, Series 66
San Juan, PR
NPA Asset Management, LLC
Diana Corujo Ramsey is a financial advisor at NPA Asset Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 registrations and has worked previously at Lincoln Financial Securities Corporation and OSAIC. Outside of her advisory role, she serves as secretary for the US Power Squadron and operates a business offering a range of insurance products. NPA Asset Management, LLC is an SEC-registered firm providing managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating daily trading to approved sub-advisors while maintaining supervisory oversight.
Libertad R
Series 63, Series 66
Fair Lawn, NJ
NPA Asset Management, LLC
Libertad Rosenkranz is a financial advisor at NPA Asset Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Planning Associates, Inc. since 2010. Rosenkranz serves as president of the PWN Account Association Tri-State and has experience as an independent insurance agent. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.
Luis C
Series 63, Series 65
San Juan, PR
NPA Asset Management, LLC
Luis Casaresmaduro is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Nationwide Planning Associates, Inc. since 2018 and previously at Aegis Capital Corp and Oriental Financial Services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation and supports a network of advisors through centralized program management.
Miguel M
CFP®, Series 66
Roanoke, VA
NPA Asset Management, LLC
Miguel Morales Corujo is a CFP® professional with six years of industry experience, currently with NPA Asset Management, LLC. His prior roles include positions at Nationwide Planning Associates, Wells Fargo Bank, Mass Mutual Investors Services, and law-related work at Martinez Leiseca PSC and Garcia Selva y Ramirez Lugo Law Office. Outside of advising, he is vice president of Blue Eyes Boutique LLC, an online boutique and thrift store based in Roanoke, VA. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, managing approximately $1.01 billion in client assets as of year-end 2024.
Gregory H
Series 63, Series 65
Fair Lawn, NJ
NPA Asset Management, LLC
Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.
Miguel P
Series 66
Hato Rey, PR
NPA Asset Management, LLC
Miguel Pascual is a financial advisor at NPA Asset Management, LLC with 45 years of industry experience. He holds the Series 66 designation and has worked previously at Nationwide Planning Associates, Inc. and Aegis Capital Corp. In addition to his advisory role, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while retaining supervisory responsibilities.
John C
Series 63, Series 66
Fair Lawn, NJ
NPA Asset Management, LLC
John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with NPA Asset Management since 2008 and has operated as a self-employed advisor since 1994. In addition to his advisory work, he provides estate planning services through an online platform that assists clients with initial data entry and guidance. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and utilizing approved sub-advisors for trading and oversight.
Andrew A
Series 63, Series 65
Fair Lawn, NJ
NPA Asset Management, LLC
Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation and supports a network of advisors through both discretionary and non-discretionary asset management.
James C
Series 66
Fair Lawn, NJ
NPA Asset Management, LLC
James Colleary is a financial advisor with NPA Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Nationwide Planning Associates, Inc. since 2010. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts, MA Direct third-party sub-advisor programs, and MA Custom AdvisorFlex model portfolios. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation.
Kenneth S
Series 63, Series 66
Fair Lawn, NJ
NPA Asset Management, LLC
Kenneth Schnoll is a financial advisor at NPA Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Nationwide Planning Associates, Inc., Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of his advisory role, he buys and sells collectibles as a personal interest. NPA Asset Management, LLC provides managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm employs a model that combines advisor-led planning with delegated portfolio management, overseeing approximately $1.01 billion in client assets as of December 2024.