Alberto Gaglianese, CFP®, AIF® CRES

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

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

Insurance Licenses: Life and Health

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