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Christopher B

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Christopher Bukowczyk is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Bleakley Financial Group, LPL Financial, Private Advisor Group, RoundAngle Advisors, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of portfolio management approaches and third-party managers, supported by technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Andy S

CFP®, Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Andy Schwartz is a CERTIFIED FINANCIAL PLANNER™ professional with 41 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. Schwartz serves as a board member for the BSCF Charitable Foundation and is involved in motivational speaking through Epic Success. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies that incorporate third-party managers, proprietary models, and technology-driven operational support.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Yousef K

CFP®, Series 63

Parsippany, NJ

OnePoint BFG Wealth Partners

Yousef Khan is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with OnePoint BFG Wealth Partners and has held roles at firms including LPL Financial and Northwestern Mutual. Outside of his advisory work, he serves as a notary, providing notarization services to clients at no charge. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, with most assets managed on a discretionary basis, and incorporates AI-assisted tools to document client interactions.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Shane M

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Shane Mcgill is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds a Series 66 designation and has held positions at Bloomberg, Prudential Advisors, and Wells Fargo. Prior to his financial services career, he spent nine years in education at Rowan University and Vernon Township High School. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary portfolio models, third-party managers, and custodian programs, managing most client assets on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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John P

CFP®, Series 63, Series 65

Parsippany, NJ

OnePoint BFG Wealth Partners

John Patterson is a CFP® credentialed financial advisor with over 32 years of experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual and LPL Financial. His outside activities include managing a business entity unrelated to investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a broad client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a client-specific investment approach with a mix of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Philip R

Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Philip Roberts is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bleakley Financial Group, LLC, Private Advisor Group, LLC, and Round Table Services, LLC. Mr. Roberts serves as Treasurer and Board Member for Working for Women. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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John C

Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

John Cooney Jr. is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and 41 years of industry experience. His prior firms include LPL Financial, Private Advisor Group, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk tolerances.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Lyle R

Series 63, Series 65

Parsippany, NJ

OnePoint BFG Wealth Partners

Lyle Rosman is a financial advisor at OnePoint BFG Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and Wells Fargo Clearing. Outside of advisory work, he is licensed to sell fixed and life insurance products. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of third-party managers, proprietary models, and technology integration to implement client-specific investment strategies.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jon B

CFP®, ChFC®, Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Jon Betlow is a CFP® and ChFC® with 32 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves as a board member of the Met Golf Association and is an officer in Marini Method, LLC, a CPA and bookkeeping business owned by his spouse. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies, combining third-party managers, proprietary models, and technology-driven operational support.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Christopher C

Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Christopher Cella is a financial advisor at OnePoint BFG Wealth Partners with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves on the board of Core Media Systems Inc., a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a blend of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jason K

Series 65, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Jason Klinedinst is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Ameriprise Financial Services, and Morgan Stanley. OnePoint BFG Wealth Partners provides customized financial planning and wealth management for a diverse client base, including individual investors, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, custodian platforms, and proprietary investment models to implement client-specific portfolios.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Michael M

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Michael Mckiernan is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management and consulting services.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Shaun F

CFP®, Series 63, Series 65

Parsippany, NJ

OnePoint BFG Wealth Partners

Shaun Feldeisen is a CFP® professional with 21 years of experience in financial advisory roles. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial, Private Advisor Group, and Northwestern Mutual in various capacities over a 15-year span. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies that include third-party managers, proprietary models, and both discretionary and non-discretionary portfolio management.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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David M

CFP®, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

David Mecca is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group, LLC. His background includes roles at Bleakley Financial Group, which recently rebranded as OnePoint BFG Wealth Partners. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models and third-party managers, with a majority of assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Karen H

Series 63, Series 65

Parsippany, NJ

OnePoint BFG Wealth Partners

Karen Hajus is a financial advisor at OnePoint BFG Wealth Partners with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Lincoln Financial Advisors Corporation, and OSAIC. Outside of her advisory role, she is involved in securities tutoring through an internet-based platform. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk tolerances.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Craig W

Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Craig Weiss is a financial advisor at OnePoint BFG Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and Summit Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing a mix of third-party managers, custodian platforms, and proprietary portfolio models. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and integrates technology and operational outsourcing into its services.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Salvatore B

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Salvatore Benigno is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a mix of third-party managers, custodian platforms, and proprietary models to create client-specific portfolios and integrates technology and operational outsourcing into its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Matthew R

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kyle W

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Kyle Wesley is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Adam J

Series 63, Series 65

Parsippany, NJ

OnePoint BFG Wealth Partners

Adam Johnston is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors LLC, and First Allied Securities, Inc. Outside of his advisory work, he contributes as a blogger on American Postliberal and writes about politics, history, philosophy, and technology at conquesttheory.com. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements portfolios based on client-specific objectives and risk tolerances using a combination of third-party managers, custodian platforms, and proprietary models, supported by advanced technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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