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Your Advisory Team

Your dedicated and experienced team of New Jersey based fee only financial planners and coaches has only one agenda.  Your financial success.  Give us a call and see how we can help you achieve all of your financial goals!  

James Kinney, CFP

Certified Financial Planner

(866)-635-8518 x701

Jim is an experienced and dedicated Certified Financial Planner with over a decade of financial planning experience. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).  

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Luba Globerman



Connect on LinkedIn I am a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA). I often work with women who’ve have, or are going through a dramatic, life changing event, such as divorce or the sudden...
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