American Economic Planning Group

Description

Address: 25 Independence Blvd # 102, Warren, NJ 07059 Phone: (908) 757-5600: Hours: : : : : Place name: Category: Website: : Website: https://aepg.com/ Category: Economic development agency 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. · Own this business?Add missing informationAdd business hours 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 American Economic Planning Posting publicly on the Web Write a review Reviews Be the first to review

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American Economic Planning Group Employees

Employee
Years
Job
Industry
Mike Seidel, CFP® Mike Seidel, CFP® Greater New York City Area Details
Mike Seidel, CFP®'s American Economic Planning Group Experience November 2001 - Present
Job American Economic Planning Group
Industry Financial Services
Experience
American Economic Planning Group   November 2001 - Present

Skills
Certified Financial...

Education
University of Wisconsin-Madison   1978 — 1979

University of Maryland College Park

University of Maryland College Park

Justin Quaglia Justin Quaglia Greater New York City Area Details
Justin Quaglia's American Economic Planning Group Experience June 2008 - August 2008
Job Associate at Goldman, Sachs & Co.
Industry Capital Markets
Experience
Goldman, Sachs & Co.   July 2011 - Present
Goldman, Sachs & Co.   June 2010 - August 2010
Goldman, Sachs & Co.   June 2009 - August 2009
American Economic Planning Group   June 2008 - August 2008

Skills
Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Finance, Fixed Income, High Yield, Investment Management, Securities, Strategy, Alternative Investments, Bloomberg Terminal, Financial Modeling

Education
James Madison University - College of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Economics

Governor Livingston High School   2003 — 2007

Thomas Geraghty, CPA, CFP®, AIFA®, RF™ Thomas Geraghty, CPA, CFP®, AIFA®, RF™ Greater New York City Area Details
Thomas Geraghty, CPA, CFP®, AIFA®, RF™'s American Economic Planning Group Experience October 1998 - September 2005
Job Stonegate Wealth Management
Industry Financial Services
Experience
Stonegate Wealth Management, LLC   October 2005 - Present
American Economic Planning Group   October 1998 - September 2005
Geraghty and Pergola, CPAs   February 1977 - October 1998

Skills
Financial Planning, Investment Advice, Fiduciary for 401k Plans

Education
Seton Hall University   1966 — 1971
accounting, Accounting

Scott Rappoport, CLU, ChFC, RHU, CEBS Scott Rappoport, CLU, ChFC, RHU, CEBS Greater New York City Area Details
Scott Rappoport, CLU, ChFC, RHU, CEBS's American Economic Planning Group Experience January 1990 - December 1996
Job Helping Employers Navigate Through The Cost & Complexity of Employee Benefits
Industry Insurance
Experience
Chadler Solutions  January 2015 - Present
Benefit Sources & Solutions Chadler   May 1989 - December 2014
United Benefit Advisors  January 2012 - November 2012
American Economic Planning Group   January 1990 - December 1996
UVW   1987 - 1989
Prudential Financial  September 1984 - August 1987

Skills
Cost Reduction, Employee Satisfaction, Administrative Support, Employee Benefits, 401k, Benefits Administration, HRIS, Human Resources, Personnel Management, Retirement Planning, ERISA, Asset Managment, Internal Communications, Employee Wellness, Investment Advisory..., Population Health, Healthcare, Retirement, Executive Pay, Workers Compensation, Insurance, Health Insurance, Disability Insurance, Administrative..., Job Satisfaction, Brokers, Term Life Insurance, Long-term Care, Health Savings Accounts, Deferred Compensation, Health Care Reform, Life Insurance, Team Building, Retirement Plan..., Strategic Planning, Defined Benefit, Long Term Care Insurance, Health Policy, Managed Care, Critical Illness, Group Insurance, Accident

Education
University of Pennsylvania - The Wharton School   1993 — 1996
CEBS, Certified Employee Benefits Specialist

Rutgers, The State University of New Jersey-New Brunswick   1980 — 1984
Bachelor's degree, Economics & Finance

Paul Pomerantz Paul Pomerantz Greater New York City Area Details
Paul Pomerantz's American Economic Planning Group Experience 1986 - 2000
Job
Industry Financial Services
Experience
Merrill Lynch  July 2014 - March 2015
The MDE Group, Inc  January 2005 - November 2013
Albridge, an Affiliate of Pershing  2002 - 2004
Condor Capital  2000 - 2002
American Economic Planning Group   1986 - 2000

Skills
Wealth Management, Asset Management, Asset Managment, Investments, Investment Advisory, Alternative Investments, Series 7, Securities, Microsoft Excel, Risk Management, Customer Service, Hedge Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Experienced Business..., Fixed Income, Equities, Portfolio Management

Education
Rutgers, The State University of New Jersey-Newark   1980 — 1986
BS, Criminal Justice

Joanne Schmidt-Machin Joanne Schmidt-Machin Baltimore, Maryland Area Details
Joanne Schmidt-Machin's American Economic Planning Group Experience October 2003 - July 2005
Job Admin at Business and Estate Planning Consultants
Industry Insurance
Experience
Business and Estate Planning Consultants   January 2006 - Present
American Economic Planning Group   October 2003 - July 2005
AEPG® Wealth Strategies  2003 - 2005
Patent Construction Systems  October 1992 - August 2002

Skills
Computer Literate, Product Marketing, Business Correspondence, Administrative..., Customer Service, Marketing, Invoicing, Office Management, Policy, Team Building, Inventory Management, Spreadsheets, Budgets, Management, Employee Benefits, Organizational..., Administrative Work, Employee Relations

Education
Bergen Community College   1998 — 2005
Associates, Professional Studies

Western High School, Baltimore, MD   1969 — 1973
High School Diploma, Business

Don Hertling CFP®, MST Don Hertling CFP®, MST Greater New York City Area Details
Don Hertling CFP®, MST's American Economic Planning Group Experience February 1996 - May 2005
Job Chief Compliance Officer at Heller Wealth Advisors
Industry Financial Services
Experience
Heller Wealth Advisors   2011 - Present
Heller Wealth Advisors   May 2005 - Present
Schonbraun   2006 - 2008
American Economic Planning Group   February 1996 - May 2005

Skills
Strategic Financial..., 401k, Estate Planning, Retirement, Investments, Wealth Management, Asset Allocation, Asset Managment, Financial Planners, Investment Advisory, Wealth Management..., Financial Advisory, High Net Worth..., Mutual Funds, Employee Stock Options, Multi-generational..., Life Insurance, Disability Insurance, Long-term Care, Social Security, Retirement Planning, Liability Management, Cash Flow Planning

Education
Fairleigh Dickinson University   2007 — 2010
MST, Masters In Taxation

Rider University   1991 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Roselle Catholic   1987 — 1991

Scott Drown, CIMA, AAMS Scott Drown, CIMA, AAMS Greater New York City Area Details
Scott Drown, CIMA, AAMS's American Economic Planning Group Experience June 1999 - May 2005
Job Portfolio Manager at Heller Wealth Advisors
Industry Investment Management
Experience
Heller Wealth Advisors   April 2008 - Present
SMG Wealth Management   June 2007 - April 2008
The Schonbraun McCann Group  May 2005 - April 2008
American Economic Planning Group   June 1999 - May 2005

Skills
Portfolio Management, Trading, Technology Integration, Investments, Asset Allocation

Education
Rutgers University-New Brunswick   1996 — 1999
BA, Economics

West Morris Central HS   1991 — 1995

Jill Nista Jill Nista Greater New York City Area Details
Jill Nista's American Economic Planning Group Experience Senior Group Accounts ManagerAEPG® Wealth Strategies2005 - Present
Job Account Manager at American Economic Planning Group
Industry Insurance
Experience
American Economic Planning Group   Senior Group Accounts ManagerAEPG® Wealth Strategies2005 - Present

Education
University of Miami   1973 — 1977
BA, Sociology and Psychology

Rakesh Amin Rakesh Amin Greater New York City Area Details
Rakesh Amin's American Economic Planning Group Experience October 2010 - July 2012
Job Investment Accounting Specialist at Prudential Financial
Industry Capital Markets
Experience
Prudential Financial  June 2014 - Present
Prudential Financial  July 2012 - June 2014
American Economic Planning Group   October 2010 - July 2012
Bloomberg  July 2009 - July 2010
MetLife  June 2008 - September 2008

Skills
Bloomberg Terminal, Microsoft Office, Morningstar, Zephyr Style Advisor, JavaScript, Trading, Microsoft Excel

Education
Rutgers University-New Brunswick   2005 — 2009

Rutgers University
Bachelor of Arts, Economics