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.
Baba Jide Oluyemi, LPL 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 1996-2020, 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 preserve their wealth nearing or in retirement.
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 ;)
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 1996-2020, 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 with a goal 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.
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, 66 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.