Top financial advisors working with dentists in New Brunswick, NJ

Daniel Thurm is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Primerica Advisors and has also been associated with Guardian Life Insurance Company since 2006. Thurm operates Comprehensive Wealth Strategies, LLC, a related investment business. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering various proprietary and third-party investment programs alongside financial and retirement planning.

Timothy Pedrero is a financial advisor with TIAA-CREF in New Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he owns several real estate properties, including residential rentals and an empty lot. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both one-time financial planning and ongoing portfolio management, with offerings that include model and customized portfolios managed under fiduciary standards.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 21 years of industry experience. He has been with Belpointe since 2024 and concurrently serves at Palmerston Group Advisors LLC, where he has worked since 1997. Gellman is also a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., which provide investment and insurance services, respectively. Belpointe Asset Management serves a broad client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Anthony D'Angelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he holds a 33% ownership interest in GAF Properties, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eugene Pak is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work at Wells Fargo, he owns and operates Kirby Advisory Group LLC, a financial advisory practice based in New Brunswick, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services that require specific advisor credentials.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutions. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with consultant-derived capital market assumptions and a range of investment options, including alternatives and options-based overlay strategies.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

James Adams is the Senior Resident Director at the Augusta Branch of Merrill Lynch Wealth Management and a financial advisor with Adams, Wilson & Associates. He has been a Merrill financial advisor for over 27 years, focusing on helping clients achieve their individualized financial goals. He holds a Bachelor's Degree from the University of North Carolina System and a Master's Degree from the University of South Carolina System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. James and his wife, Claudia, have lived in the area for the past 30 years, making their home in Aiken, South Carolina. He is involved in the community as a member of the United Way of the CSRA Board. His personal interests include biking, boating, and golfing.

Paul Nelson is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, bringing one year of industry experience. Prior to joining Cain, Watters & Associates, he worked six years at Forvis Mazars LLP and has held roles in both fitness and academic settings. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering services that include ERISA plan advisory, unified managed accounts, and donor-advised fund management. The firm uses both discretionary and non-discretionary investment solutions and maintains formal affiliations with related financial and accounting entities.

David Balmer is a financial advisor with Edward Jones in Anchorage, Alaska, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.