Helping our clients to bring their personal and financial goals into focus is our job. Building a plan to bring those goals
into fruition is our reward.
Come to us with what matters to you in life and we will help you to achieve it and protect it.
Certified Financial Planner and Chartered Life Underwriter with over 30 years experience.
BS in finance from Lehigh University
“I believe in thoroughly understanding our client's goals and objectives and then meeting and exceeding expectations of service. Our team approach allows us to provide a highly personalized relationship and dedicated support for our valued clients .”
Phone: (973) 575-4180 x210
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With nearly 15 years of financial services experience Justin has worked as a financial advisor and personal banker for some of the largest financial firms in the country. He works with clients to set realistic financial and personal goals, assess current financial health, develop a comprehensive plan, put the plan into action and monitor its progress.
Justin graduated from William Paterson University is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Professional Plan Consultant® (PPC®). He is Life and Health Insurance licensed and holds his series 7, 63 and 65 licenses.
Justin lives with his wife, Lindsay, and their two children in Morris Plains, NJ. He enjoys the outdoors, exercising, reading and spending time with his family.
John joined Bleakley in 2019 and is currently on track to become an advisor. John grew up in Essex Fells, New Jersey and graduated from Providence College with a BS in Finance.
He holds his series 7 and 66 licenses and is currently studying for the CERTIFIED FINANCIAL PLANNER (CFP) exam. In his free time, John enjoys playing tennis and paddle.
Phone: (973) 575-4180 x284
Sandra joined the firm in August of 2004. She directly supports one of the firm’s Principals by handling the day-to-day responsibilities of the insurance underwriting, as well as directly assisting them with client requests. Sandra earned her Bachelor of Science degree in Business Administration with a minor in Marketing from Caldwell College.
Sandra lives in Sparta, NJ and enjoys spending time with her husband and their five children.
Approaching roughly six years of financial services experience, Steve is often the first line of contact on a broad array of client services. Highly adept at addressing questions quickly and efficiently, Steve is committed to providing each client with the highest level of personal service and professional integrity.
Steve graduated from St. Lawrence University in Canton, NY and holds the Certified Financial Planner (CFP) designation. He currently holds his Series 7 and 66 licenses.
Steve currently live in Hoboken, NJ. He enjoys exercising, horse-racing, and spending time with his family in Saratoga Springs, NY.
Desi started working on the team in October of 2018 with 5 years of experience in financial services. He supports our clients with all their servicing needs such as account opening, trading,
Desi graduated from Montclair State University with a Bachelors of Science in Finance. He currently holds his Series 7 and 66 licenses as well as Life & Health Insurance licenses.
In his free time, Desi enjoys playing tennis, traveling, and spending time with friends and family.