Broker Check

Team

Joe Bonfiglio, CFP®

(732) 772-9000

(732) 772-9725

joe@joebonfiglio.com

About Joe Bonfiglio I work comprehensively with my clients wealth management plans. I utilize a disciplined approach with a document that addresses eight wealth management issues research shows are most important for families to plan for...

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Chris Bonfiglio

Wealth Management Advisor

732-772-9000

732-772-9725

chris@joebonfiglio.com

Chris has an MBA from Fairleigh Dickinson University and a Bachelor’s in Business Administration from Iona College. At Iona, Chris competed in the National College Fed Challenge, researching and presenting policy decisions of the...

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Kathy Holobowski

Client Relations Manager

732-772-9000

732-772-9725

kathy@joebonfiglio.com

Kathy has an MBA from Montclair State University and a Bachelor’s in Finance from the University of Delaware. Kathy was a marketing manager with AT&T for nearly 15 years. She then chose to stay at home to raise her 2 children for...

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