Nationwide Planning Associates, Inc.

Description

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

Employee
Years
Job
Industry
Craig L. Piper Craig L. Piper Blue Bell, Pennsylvania Details
Craig L. Piper's Nationwide Planning Associates, Inc. Experience 2003 - 2013
Job Senior Financial Consultant at The Investment Center, Inc.
Industry Financial Services
Experience
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

Renee Dawson Renee Dawson Greater Chicago Area Details
Renee Dawson's Nationwide Planning Associates, Inc. Experience 2006 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Roberto R. Guzman, ChFC® Roberto R. Guzman, ChFC® Puerto Rico area Details
Roberto R. Guzman, ChFC®'s Nationwide Planning Associates, Inc. Experience 2014 - Present
Job Financial Advisor at Nationwide Planning Associates
Industry Financial Services
Experience
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

Carmelo Arce Carmelo Arce Puerto Rico area Details
Carmelo Arce's Nationwide Planning Associates, Inc. Experience Financial AdvisorMassMutual Financial GroupApril 2008 - February 2014
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
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

Gregory Horne Gregory Horne Greater New York City Area Details
Gregory Horne's Nationwide Planning Associates, Inc. Experience 2014 - Present
Job Principal at Liberty Sound Financial LLC
Industry Financial Services
Experience
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

Alberto E. Rivera Cintrón Alberto E. Rivera Cintrón Puerto Rico area Details
Alberto E. Rivera Cintrón's Nationwide Planning Associates, Inc. Experience November 2014 - Present
Job Registered Representative at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
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

Frank McKinley, MBA Frank McKinley, MBA Greater New York City Area Details
Frank McKinley, MBA's Nationwide Planning Associates, Inc. Experience March 2010 - Present
Job Investment Professional at Nationwide Planning Assoc., Inc.
Industry Financial Services
Experience
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

Julia Rymwid Julia Rymwid Greater New York City Area Details
Julia Rymwid's Nationwide Planning Associates, Inc. Experience May 2011 - September 2011
Job Sales Compensation Analyst at Stryker Orthopaedics
Industry Medical Devices
Experience
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

Michael De Pol Michael De Pol Greater New York City Area Details
Michael De Pol's Nationwide Planning Associates, Inc. Experience October 1992 - Present
Job Portfolio Manager at Blue Point Strategic Wealth Management, LLC
Industry Financial Services
Experience
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

Jack (Jay) Pumphrey Jack (Jay) Pumphrey Greater New York City Area Details
Jack (Jay) Pumphrey's Nationwide Planning Associates, Inc. Experience February 2015 - Present
Job Senior Vice PresidentInvestments at Gilford Securities, Inc.
Industry Financial Services
Experience
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

Frank Ammirato Frank Ammirato Greater New York City Area Details
Frank Ammirato's Nationwide Planning Associates, Inc. Experience June 2003 - Present
Job Enrolled Agent at F.A. A.Tax and Financial Consultant
Industry Financial Services
Experience
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

Eric Woo, CFP®, CLU® Eric Woo, CFP®, CLU® Ho Ho Kus, New Jersey Details
Eric Woo, CFP®, CLU®'s Nationwide Planning Associates, Inc. Experience March 2011 - May 2013
Job Supervisor at Lotus Financial Group
Industry Financial Services
Experience
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

Daniel Mazurek Jr Daniel Mazurek Jr Greater New York City Area Details
Daniel Mazurek Jr's Nationwide Planning Associates, Inc. Experience January 2003 - Present
Job Partner, Highland Wealth Management
Industry Financial Services
Experience
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

Alejandra Bolanos Alejandra Bolanos West Orange, New Jersey Details
Alejandra Bolanos's Nationwide Planning Associates, Inc. Experience May 2012 - August 2012
Job Monmouth University Graduate
Industry Hospital & Health Care
Experience
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

Mariya Koropetska Mariya Koropetska Parsippany, New Jersey Details
Mariya Koropetska's Nationwide Planning Associates, Inc. Experience February 2012 - May 2013
Job Operations/Compliance Principal at Nationwide Planning Associates,Inc
Industry Financial Services
Experience
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

Cory D'Amato Melchior Cory D'Amato Melchior Greater New York City Area Details
Cory D'Amato Melchior's Nationwide Planning Associates, Inc. Experience May 2008 - September 2010
Job
Industry Financial Services
Experience
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

Lucie Zvaleuskas Lucie Zvaleuskas Ridgewood, New Jersey Details
Lucie Zvaleuskas's Nationwide Planning Associates, Inc. Experience September 2012 - February 2013
Job Sales Program Associate
Industry Medical Devices
Experience
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

Robert P. Barker Robert P. Barker Greater New York City Area Details
Robert P. Barker's Nationwide Planning Associates, Inc. Experience June 1994 - Present
Job Independent Financial Services
Industry Financial Services
Experience
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

Adin Rodriguez Adin Rodriguez United States Details
Adin Rodriguez's Nationwide Planning Associates, Inc. Experience 2014 - Present
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
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

Matthew Stroup, QPA, QKA, QPFC, CFP Matthew Stroup, QPA, QKA, QPFC, CFP Greater New York City Area Details
Matthew Stroup, QPA, QKA, QPFC, CFP's Nationwide Planning Associates, Inc. Experience November 2011 - Present
Job CEO and Chief Investment Officer at 401K Retirement Partners, LLC
Industry Financial Services
Experience
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

Richard A. Carozza Richard A. Carozza Greater New York City Area Details
Richard A. Carozza's Nationwide Planning Associates, Inc. Experience 2004 - 2008
Job RAC Group of Companies
Industry Financial Services
Experience
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

Michael Karalewich, CFP(r) Michael Karalewich, CFP(r) Greater New York City Area Details
Michael Karalewich, CFP(r)'s Nationwide Planning Associates, Inc. Experience May 2015 - Present
Job Chief Executive Officer at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
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

James S. Colleary, CFA James S. Colleary, CFA Greater New York City Area Details
James S. Colleary, CFA's Nationwide Planning Associates, Inc. Experience May 2015 - Present
Job Chief Compliance Officer at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
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

Jorge Rodriguez-Bonano Jorge Rodriguez-Bonano Puerto Rico area Details
Jorge Rodriguez-Bonano's Nationwide Planning Associates, Inc. Experience March 2014 - Present
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
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

Brett Weaver Brett Weaver Greater New York City Area Details
Brett Weaver's Nationwide Planning Associates, Inc. Experience April 2015 - Present
Job Financial Advisor at Nationwide Planning Associates, Inc.
Industry Financial Services
Experience
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

Christopher Parneros Christopher Parneros Greater New York City Area Details
Christopher Parneros's Nationwide Planning Associates, Inc. Experience June 2014 - Present
Job Intern at Nationwide Planning Associates
Industry Financial Services
Experience
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