Top charitable giving tax strategies financial advisors in Newark, NJ

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

If you're planning to make significant charitable donations and want to optimize your tax benefits, you need an advisor who understands the nuances of charitable giving tax strategies. Without this expertise, you might miss opportunities to reduce your tax burden or improperly time your gifts.

  • Donation timing insight. Ask how they recommend scheduling gifts to maximize tax deductions and avoid pitfalls related to income fluctuations.
  • Asset selection guidance. Confirm whether they advise on which assets to donate for the greatest tax efficiency, such as appreciated securities versus cash.
  • State tax considerations. Given Newark's high property taxes and proximity to major cities, check how they incorporate local tax rules into your giving plan.
  • Coordination with tax professionals. Ensure they work closely with your CPA to align charitable strategies with your overall tax situation.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Oscar A

Series 63, Series 66

New York, NY

Wells Fargo Advisors

Oscar Abaunza Velazquez is a financial advisor with Wells Fargo Advisors in New York, NY, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank since 2018. Outside of his advisory role, he co-owns a medical billing business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services. The firm offers tailored planning solutions using proprietary research and tools, supporting clients with diverse needs including retirement, business transition, and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Frederick P

Series 65

Newark, NJ

Palmerton Financial Services, LLC

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent firm based in Newark, NJ. He holds a Series 65 credential and has 21 years of industry experience, including more than two decades leading his own firm since 2002. Palmerton Financial Services, LLC provides discretionary supervisory management of individually managed investment portfolios primarily for individuals, as well as corporations and nonprofit entities. The firm focuses on a long-term investment approach emphasizing fundamental analysis, with portfolios concentrated in a limited number of actively traded equity and convertible securities tailored to client objectives and risk tolerances.

Active portfolio management Concentrated stock management
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Samuel W

Series 63, Series 65

Newark, NJ

Merrill

Samuel Wallace Jr. is a financial advisor at Merrill with 30 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Stephen R

CFP®, Series 66

Newark, NJ

Gladstone Wealth Partners

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using a broad range of investment approaches tailored at the representative level.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals

Shaquille B

Series 66

Newark, NJ

Fidelity

Shaquille Blake is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Retirement Planner for the Tax Exempt Market at Fidelity from 2022 to 2024, and as an Investment Solutions Representative II at Fidelity from 2021 to 2022. His earlier experience includes serving as a Complex Branch Analyst at Morgan Stanley Smith Barney from 2018 to 2021. Shaquille focuses on guiding clients through personalized retirement and goal-based planning strategies. He aims to understand each client's unique needs and priorities to deliver strategies offered by Fidelity that align with both short- and long-term financial goals. Outside of his professional work, Shaquille has interests in art, fitness, football, hiking, and volunteering.

General retirement planning Retirement income strategy Income planning Financial Professional
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Keith E

CFP®

Pittsburgh, PA

Keith L. Eliou, CFP

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Social Security optimization Retirement income strategy Cash flow / budgeting Charitable giving tax strategies Business exit / sale strategy Founder/Business Owner
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Mark K

Series 63, Series 65

Mandeville, LA

Meridian Wealth Management, LLC

Mark Kebodeaux is a financial advisor at Meridian Wealth Management, LLC with 34 years of industry experience. He previously worked for First Financial for 10 years before joining Meridian in 2023. Kebodeaux holds Series 63 and Series 65 licenses. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Mark P

Series 66

Conneaut Lake, PA

Lakeland Investor Services, Inc.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

Social Security optimization Retirement income strategy Annuities
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Kaylin O

Series 65

Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Retired
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Angelo R

CFP®, Series 65

Hunt Valley, MD

SC&H Wealth

Angelo Romano is a CFP® with six years of experience in the financial services industry, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at MECU, ADP, and APGFCU. In addition to his advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide tailored financial planning, asset management, retirement consulting, and tax preparation services.

General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Wealth management Founder/Business Owner Retired Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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