Financial Planners Princeton NJ

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Princeton, NJ that can help answer your questions about Financial Planners.

Martha Ferrari
Halberstadt Financial Consultants, Inc.
(609) 921-0180
50 North Tulane Street
Princeton, NJ
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Tax Planning, Hourly Financial Planning Services, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Eleanore Szymanski
EKS Associates, LLC
(609) 921-1016
601 Ewing Street, Suite A-7
Princeton, NJ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Lisa Jantorno
Jantorno Financial Advisors, LLC
(609) 919-0006
13 Roszel Road, Suite A-103
Princeton, NJ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Constance Herrstrom
Premier Financial Planning, Inc.
(609) 924-2424
711 Executive Drive
Princeton, NJ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Ajay Kaisth
KAI Advisors
(609) 514-1122
20 Haskel Drive
Princeton Jct., NJ
Expertises
Advising Medical Professionals, Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, College/Education Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC, MA

David Walter
Halberstadt Financial Consultants, Inc.
(609) 921-0180
50 North Tulane Street
Princeton, NJ
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Albert Zdenek
Traust Sollus Wealth Management, LLC
(609) 779-6700
103 Carnegie Center Suite 205
Princeton, NJ
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Tax Planning, Advising Medical Professionals, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MBA

Guy McPhail
Traust Sollus Wealth Management, LLC
(609) 779-6700
103 Carnegie Center Suite 205
Princeton, NJ
Expertises
Retirement Plan Investment Advice, High Net Worth Client Needs, Ongoing Investment Management, Tax Planning, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Martin Hopkins
Hopkins Investment Management, LLC
(609) 419-1119
212 Carnegie Center, Suite 206
Princeton, NJ
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Kenneth Weingarten
Weingarten Associates, LLC
(609) 620-1770
PO Box 6338
Lawrenceville, NJ
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina