- CRS Form
Andrew has been providing comprehensive estate, insurance, and wealth management strategies for high net worth clients since 1982. Andrew is a Certified Sustainable Investment Professional, Certified Financial Planner, a member of the Financial Planning Association and a Registered Investment Advisor....
Steve serves as the Firm’s Chief Operations Officer and Compliance Officer. As a member of the Firms management team he plays an integral role in driving the Firms strategy and delivering what is best for our clients. In addition to...
John R. Romano, Jr. joined AJF Financial as a Portfolio Manager. In addition to investment analysis and selection, Mr. Romano conducts thorough screening of all investments in accordance with AJF’s core philosophy addressing Environmental, Social and Governance (ESG) issues. Mr....
Tim grew up in a small town in northern New Jersey. After studying accounting for two years at William Paterson University, he discovered his passion for financial planning. Upon graduation, Tim decided to further his studies. He attended Texas Tech...
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