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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Mariella P. Foley, CFP®

Round Table Services. LLC
(848) 702-3552

319 Lenox Ave
Westfield, NJ 07090-2137
View on Map
(908) 789-7310

Compensation Method: Fee Only
Minimum Investable Assets: $2,000,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, LGBT Individuals and Couples, Tax Planning, Wealth Management

Contact
Todd E. Lapinson, CFP®

Wells Fargo Advisors
(201) 599-5820

461 From Rd Ste 101
Mack VI
Paramus, NJ 07652-3526
View on Map
(201) 599-5820

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Contact
Paul A. Platek, CFP®

Merrill Lynch
(201) 833-4849

50 Chestnut Ridge Road
Montvale, NJ 07645-1814
View on Map
(201) 573-4561

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Rochelle F Forster, CFP®

AXA Advisors LLC
(732) 326-4907

90 Woodbridge Center Dr
7th Floor
Woodbridge, NJ 07095-1163
View on Map
(732) 326-4907

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Giovanni P. Gambino, CFP®

Inner Circle Platinum Advisors LLC
(917) 397-0294

1 Independence Ct
Hoboken, NJ 07030-6767
View on Map
(917) 397-0294

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: Spanish, Italian, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Planning, Real Estate, Small Business Planning, Social Security Planning

Contact
Jeffrey A. Looker, CFP®

Sea Coast Wealth Care, LLC
(732) 240-2790

605 River Ter
Toms River, NJ 08755-6313
View on Map
(732) 300-9112

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning

Contact
Ryan P. Woodring, CFP®

Heritage Investment Partners, LLP
(973) 635-9500 x207

97 Main St
Chatham, NJ 07928-2421
View on Map
(973) 635-9500

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Investment Management

Contact
Edward W. Macauley, CFP®

Merrill Lynch
(908) 522-3305

40 Beechwood Rd
Summit, NJ 07901-4601
View on Map
(908) 522-3305

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits

Contact
Michael J Carlucci, CFP®

MJC Advanced Financial Strategies, LLC
(732) 792-6776

205 US Highway 9 Ste 31
Freehold, NJ 07728-8561
View on Map
(732) 792-6776

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Daniel R. Kotovsky, CFP®

Phoenix Insurance Group, Inc.
(908) 879-1424

205 Main St
Chester, NJ 07930-2599
View on Map
(908) 879-1424

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
Mitchell J. Dorfman, CFP®

Wells Fargo Advisors Financial Network
(862) 244-4114

3175 Highway 10 Ste 900
Denville, NJ 07834
View on Map
(862) 244-4114

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Securities

Contact
James T. Parks, CFP®

Parks Wealth Management
(800) 455-9940

216 E. Ridgewood Avenue
2nd Floor
Ridgewood, NJ 07450-3849
View on Map
(800) 455-9940

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Intergenerational Planning

Contact
Joseph R. Soccio, CFP®

Premier Wealth Strategies
(973) 780-6727

15 Pleasant Ave
West Caldwell, NJ 07006-7701
View on Map
(973) 780-6727

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Women's Finances

Contact
David M Krietzberg, CFP®

Lincoln Financial
(732) 623-2077

333 Thornall St.
Suite 9B
Edison, NJ 08837-2220
View on Map
(732) 623-2077

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Retirement Planning

Contact
Lawrence E. Springer, CFP®

West Railroad Financial Partners, LLC
(732) 251-5765

70 W Railroad Ave
West Railroad Tax Services
Jamesburg, NJ 08831-1359
View on Map
(732) 723-3694

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning

Contact
Corey Charles Lorent, CFP®

The Ayco Company
(973) 401-2085

8 Campus Drive
Parsippany, NJ 07054-4409
View on Map
(973) 401-2085

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Cynthia L Miller, CFP®

Morgan Stanley
(908) 518-3786

140 Central Avenue
Westfield, NJ 07090-2108
View on Map
(908) 518-3786

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
R. Bruce Simmonds, CFP®

TACS Inc
(201) 505-0865

900 Rivervale Rd
Rivervale, NJ 07675-6123
View on Map
(201) 387-1040

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation

Contact
Paige P. Metzger, CFP®

Merrill Lynch
(732) 530-3913

77 Broad Street
Red Bank, NJ 07701-1921
View on Map
(732) 530-3913

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Robert H. Junge, CFP®

Round Valley Financial
(908) 437-0126

89 Main St # B
Lebanon, NJ 08833-2132
View on Map
(908) 437-0126

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Divorce Issues, Elder Care, Estate Planning, General Financial Planning, Wealth Management

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