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Jeffrey Craig Hanson

Advisor at Breakwater Capital Group — Paramus, NJ

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

25 years

Location

Paramus, NJ 07652

Breakwater Capital Group logo

Breakwater Capital Group

Team

Total advisors

4

Across 4 offices

Clients per advisor

93 High

Avg AUM per client

$2,754,497 Very High

HNW client ratio

65% Very High

About

Jeffrey Hanson is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Investments for 22 years before joining Breakwater Capital Group in 2022. He holds the Series 63 and Series 66 licenses and is based in Paramus, NJ. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios and employs a range of strategies, including options writing and margin transactions, tailored to clients’ objectives and risk tolerance.

Client services

Based on Breakwater Capital Group

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Breakwater Capital Group

Active portfolio management Options & derivatives strategies Private / alternative investments Wealth management Charitable giving & philanthropy

Occupation focus

Based on Breakwater Capital Group

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning fixed fees typically range from $5,000 to $20,000

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%

Project-based

Up to $500 per hour for Financial Planning, Consulting, and Retirement Plan Advisory Services consulting fees

Other

Minimum fee: Minimum annual fee of $5,000 Fee-only: Financial Planning fees: fixed fees from $5,000 to $20,000; hourly fees up to $500/hour; Consulting fees hourly up to $500/hour; Retirement Plan Advisory Services fees: asset-based or consulting with minimum $5,000; Trustee services fees: 0.15%-0.25% plus wealth management fee or 0.50% when not investment advisor

Location

See office

Paramus, NJ

140 E. Ridgewood Avenue, Suite 415

Paramus NJ 07652

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

25 years of industry experience

Breakwater Capital Group

2022 - Present • 4 years

Paramus, NJ

fidelity Investments

2000 - 2022 • 22 years

Paramus, NJ

Disclosures

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

Business activities & affiliations

user avatar

Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the sole advisor at Eslami & Co. Wealth Management, LLC in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Previously, he worked at Betterment and has been involved in developing AI-powered software for financial advisor workflows as a founding engineer of Warmer. Eslami also independently develops automated and semi-automated mid-frequency trading strategies for U.S. futures markets. Eslami & Co. Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm combines passive, diversified asset allocation with quantitative and active strategies, including the use of ETFs, mutual funds, and alternative risk premia, and is notable for offering tax-aware overlay strategies involving third-party Sub-Advisors and systematic trading approaches.

Tax-loss harvesting Active portfolio management Passive / index investing Equity compensation tax strategy Retirement withdrawal strategies Founder/Business Owner Executive Self-Employed Young Professionals

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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