Investment Advisor Representative
Everyone's economic and life situation is unique, and Al keeps that in mind when providing financial advice. He believes that personalized service is essential when matching clients with the right financial products and services. As an Investment Advisor Representative, Al is dedicated to learning about your personal goals to build a financial strategy focused on your specific needs.
For over eighteen years, Al has built a strong reputation as a leader in providing innovative solutions to individuals, families, and businesses including:
- Helping prepare for a comfortable retirement income.
- Retirement analysis, including your projected income need, capital preservation analysis, and effects of inflation.
- Helping provide for families' needs in the event of a death or disability.
- Helping protect families and estates against erosion of taxes or long-term care needs.
Born and raised in Southern New Jersey, Al is a graduate of Rutgers University with a major in Finance. Al and his wife, Chrissy, reside in Atco, NJ with their two sons, AJ and Louis. He is a member of the Rutgers Alumni Association, Knights of Columbus, and serves on the board of the Waterford Township Athletic Association. Al enjoys reading history books and gardening, but most of all coaching his sons in baseball, hockey and soccer in his spare time.
Al regularly attends industry and company training and certification programs. He has acquired his Life and Health Insurance license, Series 6, 62, 63 and 65 registrations.