Advisors at this firm
John N
Series 66
Bridgewater, NJ
Paradigm Investment Advisory, LLC
John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.
Andrew B
Series 66
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Andrew Bruen is a financial advisor with Paradigm Investment Advisory, LLC in Bridgewater, NJ. He holds a Series 66 designation and has 14 years of industry experience, including 13 years at UBS Financial Services Inc. Prior to joining Paradigm, he worked with LPL Financial LLC. Paradigm provides discretionary investment management and financial planning services to individuals, high net worth clients, families, trusts, estates, charitable organizations, and businesses. The firm uses a long-term, fundamental analysis approach to construct customized portfolios with institutional mutual funds, ETFs, individual equities, and bonds, offering ongoing wealth management and tailored financial plans.
Andrew K
Series 65, Series 66
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Andrew Koltunowicz is a financial advisor with Paradigm Investment Advisory, LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at MacQuarie Investment Management Business Trust, Delaware Investments, and Destra Capital Investments LLC. He is also involved in administrative support for Paradigm Investment Advisory, LLC. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds, employing a primarily long-term investment approach grounded in fundamental analysis.
Kevin K
Series 66
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Kevin Korondi is a financial advisor at Paradigm Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and Invest Financial Corp. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, and businesses. The firm constructs customized portfolios using institutional funds, ETFs, equities, and bonds, with a primarily long-term investment approach based on fundamental analysis and regular portfolio reviews.
William B
Series 63
Bridgewater, NJ
Paradigm Investment Advisory, LLC
William Bruen Jr. is a financial advisor with Paradigm Investment Advisory, LLC, holding a Series 63 license and bringing 46 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Paradigm and LPL Financial in 2025. He is also a notary public in the state of New Jersey. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term, fundamental analysis-based portfolios and offers customized wealth management services with annual reviews and adjustments as needed.
Scott M
CFP®, Series 63, Series 65
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Scott Mc Caffery is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and LPL Financial LLC. Prior to this, he worked at Warren Wealth Associates and Commonwealth Financial Network. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on long-term, fundamental analysis with customized portfolios and ongoing wealth management services.
Konstantin D
CFP®, Series 63, Series 66
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.
Joseph W
CFP®, CFA®, Series 63, Series 65
Bridgewater, NJ
Paradigm Investment Advisory, LLC
Joseph White is a CFP® and CFA® with 14 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. White is also involved in independent advisory firms, including Paradigm Wealth Advisory LLC and Paradigm Advisor Group LLC, where he holds ownership stakes and provides support. Paradigm Investment Advisory, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and provides customized portfolios with ongoing wealth management and formal annual reviews.