Rich graduated from Montclair State University with a BS in Finance and spent the first few years of his career working for AXA Advisors in New York City as a financial planner. Rich will be helping us service our clients with financial planning and wealth management. He has his Series 7 and 66 securities registrations held with LPL Financial as well as his New Jersey life and health insurance licenses. Rich’s financial background and fresh perspective are a true asset to Guarino Wealth Management.
Kim Crawford is a graduate from East Stroudsburg University with a BA in Hospitality Management. She is currently licensed as a real estate referral agent and is also a Notary Public. Kim has worked for Mike and Mike since 2007 and is an essential part of the Guarino Wealth Management team as the Branch Operations Manager. She oversees and manages the day to day operations and works with clients to provide a positive client experience and ensure they receive the highest level of service.
Mike worked his way through college at UPS and graduated from William Paterson University with a BA. He later worked at ADP as a manager in Information Technology for 12 years before joining Guarino Wealth Management. Mike has a diverse background in technology and he leverages that to provide comprehensive and personalized financial planning services, including benefits analysis, investment planning, estate planning and college planning. Mike has been in the Financial Services industry since 2006 and recently received an advanced designation of Certified Divorce Financial Analyst, CDFA where he helps attorneys and their clients with settlement analysis and uses software specific to this area.