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Jorie J

CFP®

Brielle, NJ

Financial Futures

Jorie Johnson is a CFP® professional with 22 years of industry experience. She has been with Financial Futures, LLC since 2003. Financial Futures is a fee-only firm offering financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite asset allocation using low-cost index and ETF cores combined with active managers, managing approximately $270 million for about 200 clients with a three-advisor team.

General retirement planning Founder/Business Owner Executive
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Eric F

CFP®, Series 65

Brielle, NJ

Financial Futures

Eric Feldman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Financial Futures since 2018 and previously was with Odigo Financial and Karl Storz Endoscopy America. In addition to his advisory work, he is the sole member of Four15 Advisors, LLC, a tax preparation firm serving individuals and small businesses. Financial Futures is a fee-only firm that provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite asset allocation approach with a focus on low-cost indexes and ETFs, managing approximately $270 million for around 200 clients through a three-advisor team.

General retirement planning Founder/Business Owner Executive
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Felicia G

Las Vegas, NV

Financial Futures

Felicia Greenwald is a financial advisor with Financial Futures in Las Vegas, NV, holding three years of industry experience. Her work history includes tenures at Four15 Advisors, Zweig, and Ernst and Young. Outside of advisory services, she is the sole owner of Felicia M Wong Inc., a tax preparation business. Financial Futures provides fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach with globally diversified portfolios and manages approximately $270 million across about 200 clients with a three-advisor team.

General retirement planning Founder/Business Owner Executive
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