Team

I will be there with you as you transition through your life stages, helping you to achieve your goals every step of the way.

Alberto Gaglianese believes in focusing on a client centered approach to financial planning, striving to be a solid resource for your total financial picture. He believes in building trust by being a reliable, consistent and easily accessible financial resource.

For over 30 years, Alberto has cultivated long-term relationships with his clients. His strong desire to help people was a driving force in choosing a career in financial planning. He considers his clients the most important aspect of his business, not just account numbers. Alberto is committed to taking the time to learn your complete background so that he can create a dynamic blueprint that will take you from your current life stage through your retirement.

Alberto specializes in personalized financial planning, customized retirement planning and counseling, wealth management strategies, life insurance assessment and legacy planning.

Alberto has been authorized to use the CERTIFIED FINANCIAL PLANNER® and CFP® certification marks by the Certified Financial Planner Board of Standards (CFP Board) in accordance with the CFP Board certification and renewal requirements. The CERTIFIED FINANCIAL PLANNER® certification is one of the most recognized & prestigious in the field of financial planning. To earn this designation, an individual must pass a series of exams and a rigorous 2-day comprehensive examination and must also meet strict education, experience and ethics requirements. In obtaining his CFP® certification, Alberto has made a commitment not only to his clients, but to his profession.

In addition, Alberto holds his AIF® designation (Accredited Investment Fiduciary®), meaning his priority is to look out for his clients’ interests above his own. He strives to act with honesty, integrity and respect for his clients and their confidentiality. Alberto continues to improve his knowledge and skills to help his clients and colleagues to the best of his ability.

Alberto lives in South Jersey with his wife Anne and maintains close relationships with his adult children, Cory and Natalie. He enjoys spending time at the Jersey Shore. An avid soccer player, he continues to compete in the South Jersey Men’s League.

Alberto is active in his community and enjoys donating his time to Feed My Starving Children and Junior Achievement. He has established several scholarships at his local school districts. He also turned his fondness for Halloween into an annual philanthropic event. He asks all who visit his creatively decorated home to enjoy the seasonal festivities and to bring a food donation, which he collects and delivers to his local food bank.

FINRA Securities Registrations: Series 7, 63, 65 held through Lincoln Investment

Securities Registered in the Following States: CA, CT, DE, FL, GA, IN, MD, NC, NJ, NY, OH, PA, RI, SC, TX, VA, WI

Insurance Licenses: Life and Health

Insurance Licensed in the Following States: DE, FL, GA, MA, NJ, PA, TX, WI

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“I want to play a central role in helping you achieve your life goals, mapping a plan to navigate through both your short-term and long-term needs.”

Rian Steinbiss’ strong desire to help people was a driving force in choosing a career in financial planning. She considers her clients the most important aspect of her business, not just account numbers. She is proud of the long-term relationships she has cultivated with her clients.

Rian has spent the last 20 years helping her clients achieve their individual financial goals. She works one-on-one with her clients to help them solve their financial problems and achieve their short-term and long-term financial goals. Rian understands the important role a financial advisor plays in helping individuals and families achieve their lifetime goals. As your financial advisor, she provides lifetime analysis needs, personalized strategies and solutions designed to help you achieve your financial goals, objective investment and risk management advice for all of her clients.

Rian specializes in personalized financial and retirement planning, wealth management strategies, college funding, life insurance assessment and legacy planning.

As an Accredited Investment Fiduciary® (AIF®), Rian’s priority is to look out for her clients’ interest above her own. She believes in building trust by being a reliable, consistent and an easily accessible financial resource. Rian builds loyal client relationships by demonstrating a high level of competency and professionalism.

Rian lives in South Jersey with her husband Chris, and children Tyler, Carleigh and Jordyn. Her favorite way to spend her free time is with her family. She also believes in giving back and donates her time to Feed My Starving Children and Junior Achievement. She also sponsors scholarships at her local school districts and is very active with her church.

FINRA Securities Registrations: Series 6, 63, 65 through Lincoln Investment

Securities Registered in the Following States: AZ, DE, FL, GA, KS, MD, NC, NJ, NY, PA, TX, VA

Insurance Licenses: Life and Health

Insurance Licensed in the Following States: FL, NJ, PA

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“I believe in taking a client-centered approach to financial planning, striving to be a solid resource for your total financial picture.”

Connor Womack chose a career in financial planning to fulfill a strong desire to help people. She believes financial planning should go beyond just dollars to make sense. She takes the time to learn her client’s complete financial picture and their life goals to help them develop a comprehensive plan.

As your financial advisor, she provides budgeting, student loan debt analysis, retirement planning, college funding planning, asset allocation analysis and development of an investment portfolio. She also pioneers innovative technology for the Clearpath team, including E-Signature of client documents and virtual client meetings. Connor graduated from Rowan University with a BS in Finance.

Connor believes in the importance of family and treasures the moments she and her husband Tyrell spend with their young family, especially spending time at the beach. She also finds gratification in charity work involving children and has donated her time to Feed My Starving Children, Junior Achievement and Mom’s Pajamas.

FINRA Securities Registrations: Series 6, 63, 65 through Lincoln Investment

Securities Registered in the Following States: NJ and PA

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Schedule an Appointment

Schedule an Appointment

Schedule an Appointment