Traphagen Financial Group

Tiera Mulligan is a financial advisor with Traphagen Financial Group in Oradell, NJ, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at Chase Investment Services Corp. and JPMorgan Chase bank since 2011. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses a combination of fundamental and technical analysis, manages discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Christopher Fundora is a financial advisor at Traphagen Financial Group with 11 years of industry experience. He holds the Series 66 designation and has been with Traphagen Financial Group since 2016. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs both fundamental and technical analysis, manages discretionary model portfolios, and offers integrated services that include tax, accounting, and estate planning.

Jeffrey Hanson is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Traphagen Investment Advisors LLC since 2012. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm offers discretionary investment management and fee-for-service planning, employing a combination of fundamental and technical analysis alongside integrated tax and accounting services through an affiliated CPA practice.

Chethan Gourkanti is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Wells Fargo Clearing, REI Systems, PA Consulting, Bose Corporation, Raytheon Technologies, and The Boston Consulting Group. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate-planning services alongside investment advice.

V. Traphagen Jr. is a PFS™ and Series 66 credentialed advisor with 23 years of industry experience. He has been a principal at Traphagen Investment Advisors, LLC since 1997 and is also a partner at Traphagen & Traphagen CPAs, a CPA firm where he contributes part-time. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm integrates investment management with tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Noah Eleftheriades is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 65 designation and has prior work experience with Volvo Car USA and Elon University. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Eric Mancini is a financial advisor at Traphagen Financial Group with 17 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2009. Mancini contributes as a senior financial writer for Benzinga.com, composing articles on financial and investing topics. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated services that include tax, accounting, and estate planning through an affiliated accounting practice.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Lamagna is a financial advisor with Traphagen Financial Group, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2019 and at E*TRADE Capital Management and E*TRADE Securities since 2015. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate planning services alongside investment advice.

William Traphagen is a Series 65 licensed advisor with Traphagen Financial Group in Oradell, NJ, and has four years of industry experience. He has worked at Loyola University since 2016 and previously served in the Glen Rock School System from 2002 to 2016. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs a combination of fundamental and technical analysis and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Austin Briggs is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Traphagen Financial Group and previously worked at LPL Financial and held roles at St. John's University and Geico. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate-planning services alongside investment advice.

Kathryn Marsico is a Series 66-registered advisor with Traphagen Financial Group, bringing 22 years of industry experience. She has worked with Traphagen Investment Advisors since 1998 and is also involved with Traphagen & Traphagen CPAs, where she performs administrative duties and tax return preparation. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, foundations, and trusts. The firm uses a combination of fundamental and technical analysis, managing discretionary model portfolios and integrating tax and accounting considerations through collaboration with credentialed professionals.

Adrian Rodriguez is a CFP® professional with three years of industry experience, currently serving with Traphagen Financial Group. His prior experience includes roles at Access Wealth and William Paterson University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm employs both fundamental and technical analysis, offering discretionary investment management and fee-for-service planning while integrating tax and accounting considerations through its affiliated accounting practice.

Constantine Eleftheriades is a financial advisor at Traphagen Financial Group with three years of industry experience. He holds a Series 65 credential and has worked at Traphagen Investment Advisors LLC since 2021. His prior experience includes roles at Marist College, First Light Home Care, and Glen Rock Schools. Traphagen Investment Advisors LLC offers portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm integrates fundamental and technical analysis, provides discretionary management, and collaborates with credentialed professionals to incorporate tax and accounting considerations into its services.