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2 advisors near New York, NY
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Robert K
Series 63, Series 65, Series 66
Little Falls, NJ
First Light Wealth Advisors, LLC
Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. Before joining First Light Wealth Advisors in 2017, he worked at Ameriprise Financial Services, Inc. from 2011 to 2017. Outside of his advisory role, he is a managing partner of RJE Marine Services LLC, a charter fishing boat business operated by his son. First Light Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth households, as well as retirement plans and institutional clients. The firm provides financial planning, consulting, and portfolio management with an investment approach that integrates fundamental and cyclical analysis within a Modern Portfolio Theory framework, tailored to client-specific risk tolerance and objectives.
James K
Series 63, Series 65
Little Falls, NJ
First Light Wealth Advisors, LLC
James Korzik is a financial advisor with First Light Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining First Light in 2018, he worked at Ameriprise Financial Services from 2011 to 2018. Outside of his advisory role, Korzik is a licensed private marine captain and owner, operating recreational and fishing vessels. First Light Wealth Advisors serves individual clients, retirement plans, and other institutional clients, offering financial planning, consulting, and portfolio management. The firm employs a portfolio construction approach based on Modern Portfolio Theory and combines fundamental and cyclical analysis, tailoring strategies to clients’ risk tolerance and financial goals.
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2 advisors near New York, NY
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