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Brooke Juliana Vaccaro

Advisor at LPL Financial — New Tripoli, PA

Updated today

Credentials

Series 66

Experience

3 years

Location

New Tripoli, PA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,502 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brooke Vaccaro is a financial advisor at LPL Financial with Series 66 credentials and three years of industry experience. She has worked at Krietzberg Wealth Management, New York Life Insurance Company, and has experience in teaching at Monmouth University. Outside of her advisory work, she is involved with Java Joint in Trexlertown, PA, in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

New Tripoli, PA

New Tripoli PA

Advisors at this office

1

Most active in

New Jersey · Pennsylvania · Texas

Work history

3 years of industry experience

LPL Financial

2024 - Present • 2 years

Red Bank, NJ

Krietzberg Wealth Management

2022 - Present • 4 years

Red Bank, NJ

New York Life Insurance Company

2021 - 2021 • 1 year

Jersey City, NJ

Monmouth University

2021 - 2022 • 1 year

West Long Branch, NJ

Monmouth University

2018 - 2022 • 4 years

West Long Branch, NJ

Self Employed

2017 - 2021 • 4 years

Clark, NJ

Clark Community Pool

2014 - 2020 • 6 years

Clark, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward K

Series 66

Emmaus, PA

Elk Capital Advisors, LLC

Edward Komito is a financial advisor with Elk Capital Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has led Elk Capital Advisors since 2011 and has also served as president of ELK Financial Investments since 2004. Outside of financial advising, Komito owns Elk Capital Expeditors, LLC, a logistics and expediting business. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored portfolio management on a discretionary or non-discretionary basis, with investment strategies ranging from long-term holdings to frequent trading across a variety of securities. Elk Capital Advisors also provides pension consulting for 401(k) plans, advising plan sponsors on service provider selection and investment options.

Active portfolio management Options & derivatives strategies
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Leo F

Series 63

Orefield, PA

Investors' Choice Advisory Services, LLC

Leo Furlong is the sole advisor at Investors' Choice Advisory Services, LLC, with 26 years of industry experience. He holds a Series 63 designation and has worked at Investors' Choice Securities, LLC, Investors' Choice Advisory Services LLC, Furlong & Company, and H.D. Vest Investment Securities, Inc. since 1987. In addition to his advisory role, he operates a separate CPA practice and other business interests. Investors' Choice Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with tax and accounting services, using model portfolios and customized allocations informed by fundamental and technical analysis.

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis Self-Employed

Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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Mark C

Series 66

Macungie, PA

Mark Cernese & Associates

Mark Cernese is the principal of Mark Cernese & Associates, an independent registered investment adviser based in Macungie, PA. He holds a Series 66 designation and has 13 years of industry experience. In addition to his advisory role, he serves as a contract Chief Financial Officer for two IT managed services providers, providing strategic financial consulting. Mark Cernese & Associates offers discretionary investment management and financial planning services to individuals and institutional clients, including small businesses, nonprofits, and government agencies. The firm employs a passive, cost-conscious investment approach focused on diversification, buy-and-hold strategies, and low-cost securities, tailoring portfolios to client-specific factors such as age, income needs, tax considerations, and risk tolerance.

General retirement planning Active portfolio management
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David M

CFP®, PFS™, Series 66

Danielsville, PA

Markle Wealth Management

David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Andrew M

Series 65

Macungie, PA

Lakeside Planning

Andrew Mickley is a financial advisor at Lakeside Planning with five years of industry experience. He holds a Series 65 designation and has worked at Deloitte Consulting and Mickley Consulting prior to his current role. Mickley also serves as Head of Client Success at Soostone, which occupies a significant portion of his professional time. Lakeside Planning serves individual and high-net-worth clients by providing tailored investment management and comprehensive financial planning. The firm emphasizes passive investment strategies and integrates tax preparation and employee benefit plan consulting, while also offering educational seminars and speaking engagements.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting
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