TOP 10 High net worth individuals in Holmdel, New Jersey

Robertson Stephens - Holmdel is a prestigious finance institution located at 101 Crawfords Corner Road in Holmdel, New Jersey, United States. With a strong reputation for excellence in financial services, Robertson Stephens - Holmdel offers a wide range of investment and wealth management solutions for individuals and businesses. Their team of experienced professionals is dedicated to providing personalized and strategic financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Robertson Stephens - Holmdel is committed to delivering top-notch service and expertise to meet your needs.

Alpine Lux Capital is a prestigious finance institution located at 101 Crawfords Corner Road in Holmdel, New Jersey, United States. Known for its expertise in investment management and financial services, Alpine Lux Capital offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals and a commitment to excellence, Alpine Lux Capital is dedicated to helping clients achieve their financial goals and secure their financial future.

Sergio Modernel - Financial Advisor, located in Holmdel, New Jersey, is a finance institution under Ameriprise Financial Services, LLC. Sergio Modernel holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Sergio Modernel is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Frankie Corrado, Robertson Stephens is a finance institution located at 101 Crawfords Corner Road in Holmdel, New Jersey, United States. Led by Principal and Managing Director Frankie Corrado, along with his father Frank Corrado, and Kevin Talty, the institution specializes in guiding clients towards financial security and peace of mind through comprehensive planning. With a decade of experience in advising individuals and families, Frankie combines his technical finance expertise with attentive listening skills to develop long-lasting relationships focused on achieving clients' desired outcomes. As a Certified Financial Planner™ and Registered Life Planner (RLP®), Frankie is well-equipped to address complex financial and personal finance matters, bridging the gap between optimal life and financial well-being. Prior to joining Robertson Stephens, Frankie co-founded Blue Blaze Financial Advisors in Holmdel, where he worked on strategic planning with clients. He also has experience advising ultra-high net worth families at Andersen Tax.