Nationwide Planning Associates, Inc.
Located in: Country Club Office Plz LLCAddress: 115 W Century Rd # 360, Paramus, NJ 07652 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 725-5546: Category: : : : : : Website: Place name: Website: http://www.nationwideplanning.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Nationwide Planning Associates, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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Nationwide Planning Associates, Inc. Employees
The Investment Center, Inc. March 2013 - Present
Nationwide Planning Associates, Inc. 2003 - 2013
Skills
Wealth Management, Investment Advisory..., Personal Financial..., Investment Management, Retirement Planning, Insurance Planning, College Education...
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor of Arts (BA), English, Economics
Mesirow Financial October 2014 - Present
Nationwide Planning Associates, Inc. 2006 - 2011
Skills
Customer Service
Education
University of Maryland College Park 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Nationwide Planning Associates, Inc. 2014 - Present
MassMutual Financial Group October 2008 - April 2014
Blindados de P.R., Inc. January 2000 - February 2009
Skills
Retirement Planning, Wealth Management, Investment Management, Estate Planning, Insurance, 401k Rollovers, Personal Financial..., Executive Compensation..., Qualified Retirement..., Non-Qualified Deferred..., IRAs, Succession Planning, College Funding..., Variable Annuities, Keogh Plans, Employee Benefits, Tax-planning, Retirement, Financial Planners, Investments, Life Insurance, Fixed Annuities, Finance, Investment Advisory, Asset Allocation
Education
The American College 2012 — 2014
Chartered Financial Consultant (ChFC), Financial Planning
University of Puerto Rico-Rio Piedras 2009 — 2014
Master of Business Administration (M.B.A.), Finance
University of Puerto Rico-Rio Piedras 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Universidad del Sagrado Corazón 1995 — 1997
Bachelor of Business Administration (BBA), Finance, General
Nationwide Planning Associates, Inc. Financial AdvisorMassMutual Financial GroupApril 2008 - February 2014
Johnson Controls December 1999 - March 2007
Skills
Life Insurance, Keogh Plans, IRAs, Disability Insurance, Retirement Planning, Variable Annuities, Buy Sell Agreements, Investments, Long Term Care Insurance, Fixed Annuities, Bonds, Mutual Funds, UITs, Retirement Plans
Education
The American College
ChFC Chartered Financial Consultant on process
Liberty Sound Financial LLC May 2014 - Present
Nationwide Planning Associates, Inc. 2014 - Present
NPA Financial Services 2014 - Present
Lee, Nolan & Koroghlian LLC September 2011 - April 2014
Skills
Insurance, Financial Services, Small Business, Finance, Asset Management, Securities, Project Planning, Retirement Planning, Retirement, Portfolio Management, Investments, Fixed Annuities, Financial Analysis, Employee Benefits, Financial Modeling, Microsoft Excel, Disability Insurance, Long Term Care Insurance, Access, Financial Goals
Education
Stony Brook University 2005 — 2009
BA w/ Honors, Economics
CFA Institute
Nationwide Planning Associates, Inc. November 2014 - Present
The 401(k) Company Of Puerto Rico, Inc. 1995 - Present
Walnut Street Securities April 1998 - August 2008
Skills
Retirement Planning, 401k, Retirement, 401k Rollovers, Investments, Investment Advisory, Fixed Annuities, Financial Planning, Financial Advisory, Wealth Management, Mutual Funds, Life Insurance, Employee Benefits, Strategic Planning, IRAs, Disability Insurance, Strategic Financial..., Variable Annuities, Profit Sharing, Keogh Plans, Series 7
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Fiduciary Studies
Nationwide Planning Associates, Inc. March 2010 - Present
Cadaret Grant & Co. Inc. June 2001 - March 2010
Morgan Stanley January 2000 - June 2001
First Union Bank January 1999 - January 2000
Thomas Register 1993 - 1998
Skills
Portfolio Management, Annuities, IRA's, Real Estate Investment, Investments, Wealth Management, Estate Planning, Retirement, Long Term Care, Financial Planning, Securities, Insurance, Asset Management, Financial Analysis, Series 7, Series 63, Equities, Public Speaking, Fixed Income, Retirement Planning, Mutual Funds, Budgeting, Asset Allocation, Alternative Investments, Asset Protection, High Net Worth..., 401k, Wealth, Investment Advisory, Investment Strategies, Financial Advisory, Insurance Planning, Pensions, Small Business, Disability Insurance, Term Life Insurance, ETFs, Employee Benefits, Bonds, Private Wealth..., Wealth Accumulation, Trusts, Annuity, Investment Products, Defined Benefit, Stocks, Due Diligence, Long-term Care, Cash Management, 401k Rollovers
Education
Fordham University 1970 — 1974
B.A., Communications
DePaul Diocesan High 1966 — 1970
College Prep
Farleigh Dickinson, Rutherford, NJ 1900 — 1900
MBA, Management/Marketing
Stryker June 2013 - Present
Stryker Orthopaedics November 2012 - June 2013
Bentley University September 2008 - May 2012
Nationwide Planning Associates, Inc. May 2011 - September 2011
Nationwide Planning Associates, Inc. May 2010 - September 2011
Bentley University July 2009 - August 2009
Skills
Financial Risk, Microsoft Excel, Microsoft Access, Derivatives, Pricing Analysis, Access, Analysis, Options Strategies, Equity Derivatives, Market Risk
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics, Cum Laude
Wayne Hills High School
Blue Point Strategic Wealth Management, LLC November 1992 - Present
Nationwide Planning Associates, Inc. October 1992 - Present
Nationwide Planning Associates, Inc. 1992 - Present
United States Air Force Reserve May 1985 - April 1993
Skills
Investment Advisory, Estate Planning, Disability Insurance, Insurance, Financial Advisory, Small Business, Retirement Planning, Fixed Annuities, Finance, Asset Allocation
Education
Richard Stockton College of New Jersey 1985 — 1989
Business Administration, Marketing
Paramus High School
Nationwide Planning Associates, Inc. February 2015 - Present
Gilford Securities November 2011 - January 2015
Wells Fargo Advisors November 2005 - November 2011
UBS Wealth Management February 2000 - November 2005
Skills
Series 63, Wealth Management, Retirement Planning, Series 7, Investments, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Wealth Management..., Alternative Investments, Hedge Funds, FINRA, Financial Services, Portfolio Management, Financial Advisory
Education
St. Lawrence University
F.A. A.Tax and Financial Consultant May 2012 - Present
Nationwide Planning Associates, Inc. June 2003 - Present
Skills
registered tax preparer, estate planning..., life insurance..., tax preparation, Retirement Planning, Retirement, Investment Advisory, Strategic Financial..., Wealth Management, Series 7, Mutual Funds, Series 63, Investments, College Savings Plans, 401k Rollovers, Securities
Education
The American College 1994 — 2000
chartered financial consultant and chartered life underwriter
Baruch College 1980 — 1985
B.B.A., business administration
Lotus Financial Group LLC May 2013 - Present
Nationwide Planning Associates, Inc. March 2011 - May 2013
Genworth Financial June 2008 - December 2008
Genworth Financial Securities October 2005 - June 2008
C.J.M. Planning Corp April 2000 - October 2005
Skills
Series 7, Securities, Compliance, Investments, Insurance, Financial Planning, Portfolio Management, Series 24, Series 63, Series 65, Series 4
Education
College for Financial Planning 2009 — 2010
MS, Personal Financial Planning
William Paterson University of New Jersey 1995 — 1999
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Management
Nationwide Planning Associates, Inc. January 2003 - Present
Strategic Wealth Group, Nathan and Lewis Securities January 2001 - December 2002
Ford Financial, WS Griffith Securities July 1995 - December 2000
UPS 1986 - 1995
Skills
Exceptional Listener, Problem Analysis, Retirement Planning, 529 Plans, Portfolio Management, Long-term Care, Investments, Strategic Financial..., Retirement, Series 7, Personal Finance, Investment Advisory, Life Insurance, Wealth, Securities, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Series 6, Asset Management, 401k, Fixed Annuities, Alternative Investments, Series 65, IRAs, Insurance, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
BS, Accounting
Bogota High School
Monmouth University May 2013 - Present
Monmouth University January 2013 - May 2015
America Needs You-NJ June 2013 - 2015
Weill Cornell Medical College June 2014 - August 2014
Monmouth University May 2014 - June 2014
Monmouth University January 2013 - May 2014
Nationwide Planning Associates, Inc. May 2012 - August 2012
Subway May 2010 - 2011
Skills
Research, Spanish, Public Speaking, Teamwork, Microsoft Word, Microsoft Excel, Leadership, Time Management, Customer Service, Event Planning, Mentoring, Microsoft PowerPoint
Education
Monmouth University 2011 — 2015
Bachelor of Science (B.S.), Biology, Magna Cum Laude
West Orange High School 2007 — 2011
Nationwide Planning Associates,Inc May 2013 - Present
Nationwide Planning Associates, Inc. February 2012 - May 2013
Massage Envy March 2011 - December 2011
TD Bank Group October 2009 - June 2010
Skills
Customer Service, PowerPoint, Word, Data Entry, Detail Orientation, Microsoft Word, Microsoft Excel, Spreadsheets, Outlook, Microsoft Office, Teamwork, Sales, Telephone Skills, Access
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Allianz Global Investors April 2015 - Present
Allianz Global Investors September 2010 - Present
Allianz Global Investors February 2014 - November 2014
Nationwide Planning Associates, Inc. May 2008 - September 2010
Oritani Savings Bank 2005 - 2008
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Business Administration
Stryker Spine June 2015 - Present
Stryker June 2013 - June 2015
Stryker February 2013 - June 2013
Ramapo College of New Jersey December 2010 - May 2013
Nationwide Planning Associates, Inc. September 2012 - February 2013
Ship Bottom Beach Patrol June 2005 - September 2012
Skills
Accounting, Supervising, Research, Customer Service, Mathematics, Microsoft Office, Data Analysis, Teamwork, Team Building, Leadership, Political Science, Political Philosophy, Human Resources, Microsoft Excel, SPSS, Social Networking
Education
Ramapo College of NJ 2009 — 2013
Bachelor's degree, Accounting
Ramapo College of NJ 2009 — 2013
Bachelor's degree, Political Science and Government
Cross River Bank March 2013 - Present
Nationwide Planning Associates, Inc. June 1994 - Present
GFI Mortgage, Inc. 2008 - 2010
Indymac Bank March 2007 - March 2008
The New York Mortgage Company April 2004 - March 2007
Ivy Mortgage August 2001 - March 2004
Skills
Mutual Funds, Loans, Mortgage Lending, Retirement Planning, Financial Services, Investment Management, Asset Management
Education
Emory University 1990 — 1994
BA, History
Nationwide Planning Associates, Inc. 2014 - Present
BBVA Securities 2007 - 2014
Wachovia Securities 2004 - 2007
Morgan Stanley 2001 - 2004
Skills
Investments, Portfolio Management, Asset Management, Banking, Risk Management, Android, Security Analysis, Value Investing, Business Strategy, Equities, Financial Planning, Mergers, Financial Analysis, Due Diligence, Private Equity, Wealth Management, Securities, Capital Markets, Valuation, Business Planning, Managerial Finance, Financial Advisory, Client Relations Skills, Scribd, Technorati, Strategic Financial..., Credit, Financial Services, Financial Risk, Mutual Funds, Finance, Strategic Planning, Management
Education
Boston University School of Law 1995 — 1996
LLM, Banking and Securities Law
University of Puerto Rico Graduate School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Puerto Rico School of Law 1986 — 1990
Juris Doctor (J.D.), Law
Fairfield University 1982 — 1986
Bachelor's Degree, Finance
Colegio San Ignacio de Loyola 1978 — 1982
High School
Nationwide Planning Associates, Inc. November 2011 - Present
401k Retirement Partners, LLC June 2008 - Present
Lehman Brothers November 1992 - June 1998
Drexel Burnham Lambert 1984 - 1992
Skills
Investment Advisory, Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Allocation, 401k, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Fixed Annuities, Bonds, Securities, Insurance, Finance, Pensions
Education
New York University - Leonard N. Stern School of Business 2003 — 2004
Certificate
University of Pennsylvania - The Wharton School 2003 — 2003
Certificate
Plymouth State University 1974 — 1978
BS
RAC Group of Companies 1996 - Present
Primary Capital LLC September 2015 - Present
Nationwide Planning Associates, Inc. 2004 - 2008
CD Securities 1988 - 2005
Skills
Analysis, Commercial Real Estate, Portfolio Management, FHA, Estate Planning, Investments, Construction, Real Estate, Asset Management, Strategic Financial..., Mortgage Banking, Disability Insurance, Budgets, Retirement, Refinance, Mortgage Lending, Financial Analysis, Investment Properties, Asset Managment, Commercial Mortgages, Series 7, Series 63, Real Estate Transactions, Residential Homes, Investors, Finance
Education
Long Island University, C.W. Post Campus 2008 — 2011
M.P.A., Public Administration
New York Institute of Technology-Old Westbury
Bachelor of Science (B.S.), Finance, General
Nationwide Planning Associates, Inc. May 2015 - Present
Abramenko & Company, Inc. (Formerly NPA Financial Services, Inc.) May 2008 - May 2015
Nationwide Planning Associates, Inc. April 2006 - May 2015
Education
Ramapo College of New Jersey 1994 — 1998
Bachelor of Science in Business Administration, Business Administration/Finance
Nationwide Planning Associates, Inc. May 2015 - Present
Nationwide Planning Associates, Inc. September 2010 - May 2015
Skills
Series 7, Mutual Funds, Financial Planning, Wealth Management, Investments
Education
Ramapo College of New Jersey 2006 — 2010
B.A., Economics
Nationwide Planning Associates, Inc. March 2014 - Present
MassMutual Financial Group May 2011 - March 2014
Mass Mutual Financial Group November 2005 - May 2011
AXA Advisors July 2000 - October 2005
Skills
401k, Disability Insurance, Life Insurance, Long Term Care Insurance, Retirement Planning, Series 7, Mutual Funds, FINRA, Series 24, Series 53, Investment Advisory..., Series 66, Sales Management
Education
Universidad del Sagrado Corazon 1990 — 1994
BA, Communications
Universidad de Puerto Rico 1989 — 1990
Central de Artes Visuales 1985 — 1989
Elemental Jesus M. Quiñones
Nationwide Planning Associates, Inc. April 2015 - Present
Voya Financial Advisors July 2008 - April 2015
Belle Haven Investments October 2007 - May 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning
Education
Ramapo College of New Jersey 2005 — 2008
Investments and Securities
Nationwide Planning Associates, Inc. June 2014 - Present
Pittsford Pest Elimination January 2015 - Present
Fuch's EMS November 2013 - March 2014
CVS Caremark Corporation June 2013 - March 2014
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, English, Strategic Planning, Research, Windows, Always Willing to Learn, Critical Thinking, WordPress, Basic Web Design, Supply Chain Management, Accounting
Education
Quinnipiac University - School of Business 2012 — 2016
Business Administration and Management, General