Top SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) financial advisors in Lakewood, NJ

Boruch Terebelo is a financial advisor at Five Point Investments with one year of industry experience. He holds a Series 65 designation and has been affiliated with Beth Medrash Govoha since 2013. Five Point Investments serves individuals and high-net-worth clients by offering financial planning and investment management services, including portfolio management, comprehensive plans, consultations, and educational seminars. The firm’s investment approach combines diversification, Modern Portfolio Theory, tax-aware account placement, behavioral finance guidance, and selective tactical tools such as options strategies and buffered ETFs.

Joshua Nussbaum is the sole advisor at NJ Capital Management and holds a Series 65 designation. He began his career in financial advising in 2025 after seven years at Beth Medrash Govoha and three years at Yeshivas Brisk. NJ Capital Management offers discretionary and non-discretionary investment management services to individuals, high-net-worth investors, trusts, estates, and corporate entities, as well as managing a private pooled investment vehicle for accredited investors. The firm utilizes fundamental, technical, and macroeconomic analysis across various instruments, including equities, fixed income, ETFs, options, commodities, and alternative investments, and employs strategies such as long and short positions, derivatives, and leverage.

Dylan Cinardo is a financial advisor with Santander Securities LLC in Lakewood, NJ, holding Series 63 and Series 65 licenses and with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as work with emergency medical services organizations. He also founded Attention to Detail Janitorial Services, LLC. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides multiple managed account strategies implemented by third-party managers and maintains affiliated banking relationships that support its cash sweep programs.

Joseph Rudy is a financial advisor at Onyx Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Ameriprise Financial Services, and VEA Group LLC. Outside of advising, he works as a financial analyst for Enchante Accessories, a wholesale marketing company. Onyx Wealth Management LLC provides wealth management and financial planning services to individuals, some high-net-worth clients, and small businesses. The firm customizes portfolios based on clients’ objectives, risk tolerance, and tax situations, using diversified ETFs and equities alongside fundamental and technical analysis.

Moshe Sussman is a financial advisor at Fortune Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has been with Fortune Capital Management since 2019. Outside of his advisory role, he is the Chief Strategy Officer and an equity stakeholder at a tech startup called FirmVO. Fortune Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm’s investment approach integrates charting, fundamental and technical analysis, focusing primarily on equities and ETFs, and employs options strategies, short sales, and margin trading as appropriate.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

David Cereghino is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1996 and has over 30 years of experience in private client wealth management. David earned his B.S. in Finance from the University of San Francisco and early in his career built a practice in San Francisco advising Silicon Valley executives on strategies for managing concentrated equity positions. Since 2009, he has been based in Merrill's Walnut Creek office, serving high-net-worth families and business owners. David specializes in developing customized wealth strategies aligned with client goals, emphasizing cash flow planning, risk mitigation, and tax reduction. He leverages the resources of Merrill and Bank of America to provide integrated solutions across investment management, banking, lending, insurance, and estate planning. His client focus areas include family wealth management, legacy planning, socially responsible investing, and tax minimization. David holds the Professional Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his wife, Shannon, reside in Moraga, California. David previously coached his children's sports teams and now enjoys traveling and attending family sporting events, including supporting his son who plays Division I football at UCLA. He is also interested in basketball, boating, football, hiking, music, and surfing.

Kimberly Taylor is a financial advisor at The Wealth Consulting Group with four years of industry experience. She holds a Series 66 designation and has teaching roles at the University of New Mexico and Rice University. Additionally, she is president of The Kimberly Corp, which offers workshops on better communication. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services as well as legal-service integration through advisor-attorneys and third-party referrals.

Sarah Fitzgerald is a CFP® and Series 65-registered advisor with Northfork Advisors in Bozeman, MT, bringing four years of industry experience. She joined NorthFork Financial LLC in 2019, became a Partner and Advisor in 2022, and also has experience with 45North Partners LLC and Mofi. In addition to her advisory role, she oversees the day-to-day operations at NorthFork Financial. NorthFork Advisors provides investment management and comprehensive financial planning for individuals, families, foundations, trusts, nonprofits, and businesses. The firm focuses on long-term asset allocation and diversification, integrating ESG criteria and active shareholder engagement, and operates as a Certified B Corporation with a fee-only fiduciary structure.

Phillip Hohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Hohn Group, which provides customized, objective guidance to clients with a focus on creating personalized wealth management strategies that prioritize risk-averse investment portfolios and streamlined financing options. The group serves technology executives, high-net-worth individuals, and small business owners across 16 states. Phillip offers expertise in areas such as portfolio management, retirement planning, education and estate planning, concentrated stock exit strategies, and corporate retirement plan asset management. With over four decades of industry experience, Phillip and his team emphasize a holistic and individualized approach to wealth management, tailoring strategies to each client's unique goals, time horizon, and risk tolerance. The group extensively supports clients with stock option and Employee Stock Plan Services, particularly assisting Silicon Valley technology executives since 1998. Phillip holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Phillip earned his High School Diploma/GED from Chabot College. He is bilingual in Persian and English. Outside of his professional focus, Phillip engages in community volunteer work and enjoys personal interests such as biking, boating, camping, fishing, hiking, reading, woodworking, traveling, spending time with family, and watching movies.