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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Welcome

Diversified Financial Consultants, LLC, is a comprehensive financial services and wealth management firm. Our practice is focused on providing families, business owners, and mid-sized corporations with customized and personalized financial and wealth planning strategies to help grow, manage, and preserve wealth. While the economic environment or financial products may change over time, nothing will change the core values and goals of our business - to serve as trusted and valued advisors to our clients, helping them develop plans that work toward achieving their long-term financial goals. 

For individuals and families, we focus on all areas of financial management and asset allocation. including education, retirement, long-term care, and estate planning. By getting to know you, your family, and your goals, we work toward building a dynamic financial future designed to address your changing lifecycle needs.

For corporate clients and business owners, we provide the foundation on which appropriate succession planning can be built. We also offer retirement plans to help grow employee loyalty. By working closely with your company to create and implement strategic plans, we help ensure the growth and well-being of your business.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is a suitable way to create a smart financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

There are many financial products in the market, and so choosing the ones that can better address an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial  plan. A mix of  investments can help manage your goals.

 

Insurance

Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Alan Jay Levine

CFP®, RFC®, CRC®, AIF®, CPFA®
President
Founding Partner

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Alan Jay Levine

Phone: (862) 579-3500

Fax: (862) 579-3111

Email: alan.levine@lpl.com

Alan Jay Levine, CFP®, RFC®,CRC®, AIF®,CPFA®  LPL Investment Advisor Representative, offers a broad range of financial services to clients through Diversified Financial Consultants, LLC, powered by LPL Financial, the largest broker/dealer firms in the country, as reported by Financial Planning magazine, June 1996-2020, based on total revenue. LPL Financial is a member of FINRA and SIPC. Financial services include complete and comprehensive private wealth management.

 

Alan has a Bachelor's degree and over thirty years of experience in the financial industry including six years with a Wall Street firm. In 1987, he received the CERTIFIED FINANCIAL PLANNER™ designation and in 1991 joined Financial Network. He was admitted into the Registry of Financial Planning Practitioners in 1992. Alan subscribes to and is bound by a very strict professional Code of Ethics. To maintain the designations, he is required to satisfy the continuing education requirements of the International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP) and to comply with professional standards that this organization has set. Alan became a Certified Retirement Counselor in 1999, and became an Accredited Investment Fiduciary® designee in 2011. Additional memberships include: Investment Management Consultants Association, National Society of Accountants, National Association of Philanthropic Planners (considered a Founding Partner), Northern New Jersey Estate Planning Council, and The Society of Financial Service Professionals. 

CRC conferred by The International Foundation for Retirement Education.

 

The five basic and consistent objectives are: to work towards and help create plan to preserve clients' financial future; to tailor a planning program to clients' financial requirements; to analyze and select appropriate investment vehicles; to effectively manage risks associated with investments; and to develop a cooperative relationship with the client.

 

Alan is paid for his services by hourly fees, retainer fees, asset management fees, commissions, or a combination of all of these. Referral is the method by which new clients are obtained.

 

We empower you to embrace your financial future with optimism and the confidence of knowing you have a plan in place to not outlive your money.

 

View Alan's LinkedIn page here.

View Alan's Guided Wealth Portfolio here.

Bio
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Robert M. Scola

CRC®
Senior Vice President
Founding Partner

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Robert M. Scola

Phone: (862) 579-3500

Fax: (862) 579-3111

Email: robert.scola@lpl.com

Robert M. Scola, CRC, Investment Advisor Representative, offers a broad range of financial services to clients through Diversified Financial Consultants, LLC, of which he is Vice President and Chief Operating Officer. Diversified Financial is aligned with  LPL Financial, the largest broker dealer in the country (As reported by Financial Planning magazine, June 1996-2019, based on total revenue). Financial Services include complete and comprehensive private wealth management. CRC conferred by The International Foundation for Retirement Education.

Bob has a Bachelor's Degree from Seton Hall University and over 30 years of experience in the financial industry. After representing another broker dealer, Financial Network Investment Corp., Bob, and his partner Alan Jay Levine founded DFC in May of 2010, joined LPL Financial, and soon attracted other successful representatives. Alan and Bob aim to abide by a strong code of ethics thereby attracting other professionals who think and operate like they do. A constant flow of required and elective continuing education courses help to maintain high professional standards.                                                                                                  

Bob has built his practice by creating close personal relationships with his clients. The trust established allows Bob to work towards creating plans that  aim to help preserve financial security, to plan programs to fit each person's financial requirements, to select the appropriate investment vehicles, and to effectively manage risks associated with those investments.

Bob is paid for his services by hourly fees, asset management fees, commissions, or a combination of all of these. His practice grows by client referrals. Prior experience involves ownership of a mid-sized printing firm, life insurance sales with Rittenhouse Associates of Philadelphia, and 6 years of service in the USAF as a navigator attaining the rank of Captain while flying into Vietnam for 4 of those years.

Bob is married to the former Barbara Zolli of Hawthorne NJ and they have 3 married children and 8 Grandchildren.

Bio
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Baba Oluyemi

PPC®
Director

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Baba Oluyemi

Phone: (862) 579-3500

Fax: (862) 579-3111

Email: baba.oluyemi@lpl.com

Baba Jide Oluyemi, Investment Advisor Representative, offers a broad range of financial services to clients through Diversified Financial Consultants, LLC. Diversified is a dba under LPL Financial, one of the largest independently managed broker/dealer firms in the country, as reported by Financial Planning magazine, June 1996-2017, based on total revenue.. LPL Financial is a member of FINRA and SIPC. Financial services include complete and comprehensive private wealth management.

Because Baba approaches life and investing from a conservative Christian perspective, he is a highly sought-after speaker for financial seminars to various religious organizations and businesses. Also, he is an elder and on the treasury of the Lake Nelson SDA Church in Piscataway, NJ where he resides with his wife of 23 years and their two daughters.

EDUCATION AND AWARDS

Baba has a Bachelor’s degree in Banking and Finance and over 25 years of experience in the financial services industry. He learns the most, however, from working with his clients: including (but not limited to) medical professionals, retirees and small business owners. They range from young individuals and families who want to grow their wealth over time, to seniors and business executives who desire to protect their wealth nearing or in retirement.

Baba holds the prestigious Associate of Chartered Institute of Bankers (ACIB) designation from the Institute of Bankers of London. He has also received the Master Council Awards from Prudential Life Insurance Company, Jackson National Life Insurance Company and Nationwide Life Insurance Company for Retirement Income Solutions.

MORE ABOUT BABA

One of Baba’s most interesting characteristics is his love of knowledge and travel. He is well read and even better travelled: he has visited all 50 of our United States of America, Puerto Rico and some Caribbean islands; and lived in parts of Europe and West Africa.

Always, Baba has a commitment to physical fitness as a means to better serve others. Six days a week he follows a daily exercise routine and has a large bowl of oatmeal and quinoa with fruit smoothie for breakfast; he also coordinates an open gym for young people and can still be found playing basketball with them many of these times.

Get to know Baba for yourself! He is worth his weight in gold, although he usually doesn’t recommend investing in it ;)

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Mira Mizrahi

CFP®
Financial Planner

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Mira Mizrahi

Phone: (862) 579-3500

Mobile: (973) 885-6781

Fax: (862) 579-3111

Email: mira.mizrahi@lpl.com

Mira Mizrahi, CFP® has been a Financial Planner with Diversified Financial Consultants, LLC since May 2010. Mira previously was with Financial Network Investment Corporation since 1988. Diversified Financial Consultants, LLC, powered by LPL Financial is a full service broker/dealer and  the largest independently managed broker/dealers in the country.(As reported by Financial Planning magazine, June 1996-2017, based on total revenue.)

Mira has a bachelor's degree and holds the designation of CFP® from the Board of Standards of the Institute of Certified Financial Planners in Washington, DC. She upholds the CFP® Code of Ethics and Professional Responsibility.

Moreover she is required to satisfy continuing education requirements of the CFP® to maintain her designation and comply with professional standards set by the organization.

Mrs. Mizrahi specializes in personal financial planning for a wide range of clients, including single parent families and two – income families, professionals, and retirees. She is registered to provide customized investment advice and is licensed for insurance services designed to fit her clients' unique situations and specifications. Mira can offer access to mutual funds, variable annuities and insurance products.

Every client is special and is entitled to a personal consultation. Mira will devote her time in helping clients develop their long-term goals and understanding their financial situation. Her approach to financial planning is a partnership approach with each client, whereas his or her best interests are her main concern. She provides professional services by tailoring programs suitable to each client's need through the selection of appropriate investment vehicles.

Mira is compensated for her services in three ways: 1) fees 2) from the investment and insurance products, 3) by referrals. Her hard work and dedication to client satisfaction result in sustained relationships founded on trust. Mrs. Mizrahi's “customer education” business approach allows for a comfortable, no-obligation format preferred by all. She is committed to her clients' success and satisfaction.

View Mira's brochure by clicking here, and follow her on LinkedIn. 

Website: www.miramizrahi.com

Bio
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Lorie Rios

Financial Advisor

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Lorie Rios

Phone: (862) 579-3500

Fax: (862) 579-3111

Email: lorie.rios@lpl.com

Lorie Rios, LPL Investment Advisor Representative, has been with Diversified Financial Consultants, LLC since June, 2012, however, her experience spans over 30 years in the financial services industry.  Diversified Financial Consultants, LLC, is powered by LPL Financial.  LPL Financial is a full service broker/dealer and the largest independent broker/dealer in the country. (As reported by Financial Planning magazine, June 1996-2017, based on total revenue.)

Lorie was awarded her Bachelors in Math/Actuarial Science and Minor in Business from the University of Wisconsin-Milwaukee and holds a FINRA Registration Series 7, 66, 63& 6, through LPL Financial. Her licenses include Life Insurance, Long Term Care and Disability Producer in the states of NJ, NY, WI & WA.

Moreover Lorie is required to satisfy continuing education requirements to maintain her status as an Investment Advisor Representative, and has a fiduciary responsibility , that is subject to the duty of loyalty and due care with her advisory clients.

Lorie truly believes good financial advice is life changing.  That's why she is committed to understanding her clients' whole life, so she can develop the personalized strategies designed to work for them.  Her focus is their success now, and into the future.  

Lorie's clientele ranges in its versatility; from individual families, professionals and business owners who want to build their wealth over time to retirees and professionals who want to preserve or protect their wealth.

Attention to detail and great empathy are traits of Lorie that her clients are seeking.

Lorie resides in Sussex County with her husband Alfonso, two sons Diego and Zion, and her dog Mocha. Her main passion is spending time with family and friends.  Others include playing the piano, ballroom dancing or just relaxing with a good book.  

LinkedIn

Bio
Photo of team member

Robert Shapiro

Financial Consultant

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Robert Shapiro

Phone: (862) 579-3500

Fax: (862) 579-3111

Email: robert.s.shapiro@lpl.com

Robert Shapiro joins us with over thirty years of investment experience in the financial services industry. He holds a Bachelor of Science Degree in Finance and Commerce from Rider University where he graduated in 1986.

Prior to joining Diversified Financial Consultants LLC, Robert was Principal and Owner of J. Shapiro Co. Investments located in Bayonne, N.J. which was founded by his grandfather and father in 1958. Robert joined the family investment firm in 1987 and is proud to carry on the tradition as being a third-generation financial consultant.

Robert holds Financial Industry Regulatory Authority (FINRA) Registrations Series 7, 24, 63, 65 with LPL Financial and is also an Investment Advisor Representative with LPL Financial. Robert is a licensed Life, Health, Long Term Care, Disability and Property & Casualty Producer in the State of New Jersey.

Robert's client base ranges from young individuals, families and business owners who want to grow their wealth over time, to seniors and business executives who want to protect their wealth nearing or in retirement.

Robert resides in Springfield, N.J. with his wife and daughter.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 862.579.3500
Fax: 862.579.3111

Email: alan.levine@lpl.com

110 South Jefferson Road, Suite 301, Whippany, New Jersey 07981

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following state(s):  

Alan Levine: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MS, NC, ND, NH, NJ, NY, OH, OK, PA, RI, SC, TX, VA, WA, WI, WV

Bob Scola: CA, CT, FL, IA, IN, MA,  MD, NC, NJ, NY, OR, PA, SC, VA

Baba Oluyemi: AL, AZ, CA, CT, DC, DE, FL, GA, IA, IL, MD, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WI

Mira Mizrahi: CA, CO, DC, FL, GA, MD, NC, NJ, NY, PA, TX, VA

Lorie Rios: MD, NJ, NY, PA, WA, WI

Rob Shapiro: FL, MA, NJ, NY, PA, VA

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