Legacy Wealth Planning

BUILT TO LAST

Most advisors say they’re “here for the long haul,” but our entire business model was designed to deliver on it. From the beginning, our goal has always been to establish a multigenerational team so our clients have someone to support them in every stage of life. We work together to serve our clients, and have specific strategies in place to bridge the gap between the people we currently serve and future generations of their families.

MEET YOUR ADVISORS

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MEET YOUR SERVICE TEAM

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John E Kozakis , CLU®, ChFC®, CFP®, CASL®, RICP®

Founder, Partner and Private Wealth Advisor

Office 908-617-0575


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Joseph Burdi , CLU®, ChFC®, CFP®

Founder, Partner and Private Wealth Advisor

Office 908-617-0520


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Cassandra Kozakis Stahl

Partner and Private Wealth Advisor

Office 908-617-0556


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Eric Marion , CFP®, CLU®, ChFC®

Partner and Private Wealth Advisor

Office 908-617-0525


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Ryan LaRoss

Director of Wealth Management

Office 908-617-0554


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Christine Peare

Director of Operations and Client Service

Office 908-617-0524


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Charles Bianchino

Director of Operations and Client Service

Office 908-617-0584


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Liz Burdi

Director of Marketing

Office 908-617-0562


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Lindsey Fessel

Director of Client Relations

Office 908-617-0565


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Jennifer Hopek , M.A.

Director of Operations

Office 908-617-0557


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