Staff
Our goal is to design, implement and service a plan of total financial security for our clients encompassing risk management, weath management and estate planning. Doing so requires an ongoing committment not just from me but from every member of my team. I consider my staff to be the foundation of my practice.
We understand that any plan will continue to change and evolve; your life is not static. Proactively meeting with clients on an ongoing basis to keep their planning current is a key component of what we do. Servicing their daily needs as they arise is equally important.
Each staff member is treated as a partner in the practice and understands that everything we do is about our clients. Our job is to continually try and add value to our clients in whatever way we can.
Gabriella S Alvarado
Executive Assistant
gaby.schirripa@nmfn.com
908-918-4022
Gabriella is responsible for managing the day to day investment practice. She is securities licensed and has over 7 years of direct experience in investment operations and trading. Gabriella (Gab) also assists me with all client reviews, portfolio reviews, investment analysis and portfolio rebalancing issues.
Gab also serves as the front line contact for all direct client inquiries. She interacts with our investment clients as needed to resolve service requests, investment performance reporting or any other operational issues that may arise.
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Angela Valdez
Associate Financial Advisor
angela.valdez@nmfn.com
908-918-4049
Angela is a graduate of Seton Hall University with a BS in Finance. She is investment licensed and supports the investment side of the practice. Angela does the majority of investment research and portfolio performance analysis and also assists with daily investment operations like trading.
Angela and Gab work closely together to coordinate the preparation of client reviews on advisory accounts and monitor the accounts to keep portfolios within prescribed risk tolerance ranges.
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