Chip J. Wieczorek, CFP^®

Mr. Wieczorek provides custom asset allocation and investment portfolios for individuals and institutions with the ability to add non-correlated alternative assets to limit portfolio volatility. He provides financial plans and cash flow analysis to help clients determine and achieve their goals. Plans and projections are reviewed annually to assure assumptions are met and goals are achieved.

Experience:

• Tradition Capital Management, Senior Vice President & Investment Adviser
• Beacon Trust Company, Officers Trust Committee
• Smith Barney, Financial Planner

Education/Certifications:

• Rutgers University, B.A. in Economics with a concentration in Accounting
• Certified Financial Planner designation
• Northern New Jersey Estate Planning Council
• Golf committee for the Children’s Specialized Hospital in Mountainside, NJ