Insurance Strategies, Retirement Income Planning, Retirement Strategies, Financial Education, Investment Strategies (Reg. Reps Only)
English
Growing up in a blue collar family, his parents worked hard and provided a wonderful life for their family, but they never had anyone to guide them through the process of how much to save and plan for retirement.
It’s a theme CJ sees frequently, where those he meets aren’t sure if they are on track for the retirement they are dreaming of. Often they are investing in their 401k and doing what they think they should be doing but haven’t spent the time to align their living expenses and income sources to see if they match up.
CJ works with young professionals, families, and pre-retirees, helping them create opportunities and build their dreams. He helps his clients understand their financial situation by offering realistic and tangible solutions in alignment with their dreams by bringing numbers to life and not just showing them black and white numbers on a piece of paper.
As a member of Broad Street Financial, CJ and his team offer comprehensive solutions to help their clients achieve financial success. With a team based approach, in house specialists, and digital collaboration, CJ and his team bring a vast array of perspectives and skills resources to support their clients varying needs.
If there’s one thing you should know about CJ, it’s that he wholeheartedly likes to help people. He always wants his clients to walk out of a meeting knowing more than when they walked in. He hopes that people would remember him as someone who likes to educate and help others.
“It's a joy to be able to help people navigate their financial future, and it's a responsibility I take very seriously.”
CJ, his wife, and their daughter live in Cherry Hill, New Jersey. When he’s not hard at working helping others, he enjoys spending time with his family, being outdoors, golfing, and fishing.
CRN202803-8320928
Check the background of this investment professional on FINRA's BrokerCheck
Philadelphia University (2008-2012)