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He also enjoys, sports, music, golfing, reading, and the gym, but most importantly spending time with his daughter Emma. He is also an accomplished chef – having graduated from the world-renowned Culinary Institute in Hyde Park, New York. Always acting as a fiduciary, Phil works in creative, objective, independent ways with individuals and families who are in need of financial planning, investment advisory and insurance or financial risk management solutions. “We are committed to helping our clients achieve their financial planning goals by assisting in identifying their objectives, measuring their resources and educating them while offering potential strategies and continuously monitoring their progress.”He has received numerous financial awards and appeared in various prestigious financial publications. UBS offers high net worth and affluent individuals around the world a complete range of tailored advice and investment services. Working with Bleakley Financial Group, Nathan has access to world-class planning resources and investment research to support his clients.Nathan takes great pride in enabling his clients to feel in control of their financial future.Jon, who has 25 years of experience, holds CERTIFIED FINANCIAL PLANNERJon enjoys playing golf and traveling with his wife and their sons. Présidente et son équipe; Plan stratégique 2017-2021; Nos 4 domaines d'excellence; Organigramme; Emplois & carrières; Stratégie Numérique; Infos pratiques . Because of this approach, his clients have financial confidence because Lyle always has their best interest in mind and aims to ensure that their financial plan will continue to align with their goals.Lyle is a Rutgers alumni, CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC).He resides in South Orange, NJ with his son, Quentin and daughter Mahala and their Cockapoo, Rosalita.
Bob is also a graduate of the American College with a Master of Science in Financial Services (MSFS)Bob is a graduate of The Wharton School- Securities Industry Institute, the premier executive development program for financial industry professionals.Bob has obtained the following designations :Chartered Life Underwriter (CLU) ,Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Accredited Estate Planning (AEP), Registered Employee Benefit Consultant (REBC), and Registered Health Underwriter (RHU).Bob currently holds his Series 6, 7, 24, 26, 51 and 65 licenses with FINRA. He enjoys the outdoors, exercising, reading and spending time with his family.Monica brings over 9 years of experience in the financial services industry to her role.
In addition to being a Notary Public, Cheryl holds Series 7 and 66 securities licenses. This school focuses on personal finance, Michael’s major, and actively educates the next generation of financial professionals.He is an avid golfer, and enjoys spending time with his wife Heidi, and their three children Jordyn, Ethan, and Claire.Nathan Barbakoff’s mission is to help his clients address their hopes and dreams by implementing thoughtful wealth management strategies, while also providing outstanding service and the utmost care.Nathan works to prioritize his clients’ goals, and to create a strategic financial plan for their particular needs. He holds Series 7, 63 and 66 licenses and is registered with LPL Financial, Charles Schwab and Pershing LLC.Chris and his wife are the proud parents of three children.
He is a graduate of Mount Saint Mary College and he holds his Gary has been a member of our team since 1993. Senior Client Service AssociateWith more than 19 years of financial services experience, Cheryl began her career as a Wire Operator and after 5 years in that position she transitioned to her current role as a Senior Registered Client Service Associate. He is an active volunteer with American Corporate Partners (ACP) a nonprofit organization dedicated to assisting veterans in their transition from the armed services to the civilian workforce.
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