About My Practice
We've been working in the financial services field since 1977 and as fee-only planners since 1985. In the most simple of terms, we work for you. Pick our brains and our expertise. Additional information about our firm may be viewed at our website: www.porrofinancialadvisors.com
We entered the financial service field as insurance agents, but soon gravitateded to comprehensive financial planning in the early 1980's. We made a critical and important decision early on our careers to abandon the commission business and to establish a fee-only planning practice. Estate, tax and retirement planning became our focus during our early years before we discovered our strengths in investment portfolio design. In the mid 1980'2 Alex Brown and Co. partnered with us to explore establishing bridges to the fee-only financial planning community. This relationship served to strengthen our portfolio management prowess. We have come to understand that when the growth of assets is well underway, many of the other financial needs a client holds are easier to address. So we like to focus on the growth of your assets as a pillar of the overall success of your financial program. Nevertheless we do not neglect the other critical dimensions of ones financial plan. Today we continue to offer comprehensive financial planning services. We elaborate on these further on our website. We encourage you to visit www.porrofinancialadvisors.com Pick our brains and our expertise. We've been working in this field for a long time and we're good at what we do.
Registrations, Licenses, Certifications & Affiliations
Life insurance: NJ, MI, Health/disability insurance: NJ, Fixed annuities: NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - EA, Enrolled Agent
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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