Broker Check

Meet the Team

MEET OUR ADVISORS

The Advisors Behind Your Plan

Retirement planning is not just about securing your future; it's about investing in the life you've always dreamed of living. That's why working with an advisor you know and trust is important in your planning process. Learn how we take a comprehensive approach to financial planning, ensuring both your needs and wants are best accounted for.

  • Amanda Montefinese
  • Brianna Panico, CFP® 
  • Christopher Graziano, CFP®
  • Daniel Mulroe
  • Denisse Carter
  • EJ Carannante, CFP®
  • Erica Percella
  • FFP Wealth Management
  • Jenna Valdes
  • John Graziano, CFP®, CPA, PFS
  • Joseph Graziano, CFP®
  • Keith Necklen, CWS® 
  • Nathalie Herrera
  • Shalisa Vizcarrondo
  • Veronica Gull

Wealth Management

John Graziano

John Graziano, CFP®, CPA, PFS

Managing Director

201-823-1030

201-858-0638

Joseph Graziano

Joseph Graziano, CFP®

Managing Director

201-823-1030

201-858-0638

Keith Necklen

Keith Necklen, CWS® 

Vice President, Wealth Advisor

201-823-1030

201-858-0638

Christopher Graziano

Christopher Graziano, CFP®

Vice President, Wealth Advisor

201-823-1030

201-858-0638

Brianna Panico

Brianna Panico, CFP® 

Wealth Advisor

201-823-1030

201-858-0638

EJ Carannante

EJ Carannante, CFP®

Wealth Advisor

201-823-1030

201-858-0638

Daniel Mulroe

Daniel Mulroe

Wealth Advisor

201-823-1030

201-858-0638

Meet the TeamOur Support Team

Our Relationship Managers and Support staff serve as the backbone of our firm. Each of our relationship managers specializes in client management and support, enabling our advisors to concentrate on developing comprehensive financial plans.

Wealth Management Support

Jenna Valdes

Jenna Valdes

Senior Relationship Manager

(201) 823-1030

201-858-0638

Denisse Carter

Denisse Carter

Senior Relationship Manager

201-823-1030

201-858-0638

Veronica Gull

Veronica Gull

Associate Client Services

(201) 823-1030

(201) 858-0638

Erica Percella

Erica Percella

Relationship Manager

(201) 823-1030

(201) 858-0638

Nathalie Herrera

Nathalie Herrera

Relationship Manager

201-823-1030

(201) 858-0638

Shalisa Vizcarrondo

Shalisa Vizcarrondo

Relationship Manager

201-823-1030

201-858-0638

Meet the TeamEmployee Benefits 

The FFP Employee Benefits Division specializes in group health benefits for companies of any size. They provided proposals from all carriers in the NJ/NY marketplace.

Employee Benefits

Amanda Montefinese

Amanda Montefinese

Group Accounts Manager

732-888-5554

732-888-7741

Contact UsTell us how we can help you today?

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