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Brandon P

Series 66

Fairfield, NJ

Cetera

Brandon Pergola is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including First Allied Securities and EP Wealth Management. Outside of his advisory role, he serves as Alumni Class President for Passaic Valley Class of 1999 and is a managing member of a consulting firm, MAKE IT HAPPEN VENTURES LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of investment strategies across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Virginia C

Series 63, Series 65

Fairfield, NJ

Cetera

Virginia Capicchioni is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. She has a background that includes roles at Cetera, First Allied Advisory Services, and Lifelong Investments LLC. Outside of her advisory work, she is involved in lacrosse coaching and administration, serving as head coach for USA Lacrosse and president of the American Women’s Box Lacrosse Association, in addition to managing Gladiator Lacrosse LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brad K

Series 63, Series 65

Fairfield, NJ

Cetera

Brad Katz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Cetera and its affiliates since 2007 and is the owner of Lifelong Investments LLC. Katz also serves as an instructor and is the secretary of a nonprofit booster club, where he manages financial records. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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