Michael Lombardi is a CFP® professional with 19 years of experience in the financial services industry. He currently serves at ShoreHaven Wealth Partners, LLC and has previous experience with Purshe Kaplan Sterling Investments and Morgan Stanley. Lombardi is also a licensed insurance agent in New Jersey, specializing in accident, health, life, and variable annuities. ShoreHaven Wealth Partners provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based planning process with formal risk assessments and incorporates a tax-aware investment approach that includes a range of asset types and behavioral finance considerations.

Lawrence Durso is a financial advisor at ShoreHaven Wealth Partners, LLC with 48 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Durso holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent in New Jersey. ShoreHaven Wealth Partners provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a goals-based PORT process and offers tax-aware portfolio management, incorporating a range of investments including ETFs, mutual funds, individual securities, alternatives, and cryptocurrencies.

Michael Durso is a CFA® charterholder with 19 years of industry experience. He has worked at ShoreHaven Wealth Partners, LLC since 2020 and previously held positions at Purshe Kaplan Sterling Investments and Morgan Stanley Private Bank. He serves on the board of Opto Investments Inc., a private funds and administration provider. ShoreHaven Wealth Partners offers financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based planning approach and a tax-aware investment strategy, managing over $540 million in discretionary assets.

Jonathan Chou is a financial advisor at Shorehaven Wealth Partners, LLC in Red Bank, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Goldman Sachs & Co., Ayco Personal Financial Management, Prosperity Partners LLC, and several other financial institutions. Shorehaven Wealth Partners provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based PORT process and offers a tax-aware investment approach incorporating a range of asset types, including alternative investments and cryptocurrencies.