Team
Joe Bonfiglio, CFP®
(732) 772-9725
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...
Chris Bonfiglio
Wealth Management Advisor
732-772-9725
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...
Kathy Holobowski
Client Relations Manager
732-772-9725
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...