Angelo Berretta, ChFC
Angelo Berretta has spent over 30 years in the financial industry. He has helped hundreds of clients with Growth of Money, Guaranteed Lifetime Income and Tax Reduction Planning.
As a Managing Director, he continues his mission by educating individuals, business owners, CPAs and attorneys about the importance of financial planning. Angelo attributes company growth and success to a magnificent team of professionals that support him and all clientele. His strategic partners include an impressive group of professionals that include CPAs, Estate and Tax Attorneys, Actuaries, and Pension and Tax Administration experts.
With his attitude of value first, Angelo achieves satisfying results for his clients and helps them build legacies that will last generations.
Today, Angelo’s strategies are utilized by many prosperous business owners and individuals/families with assets from $500,000 deep into the millions, together with his team support. Angelo continues to lecture in the tri-state area for the Retirement and Estate Planning community, their sponsors and employees. A member of financial planning organizations, and estate planning councils as well as local community and church groups, he resides with his family in Hopewell Township, New Jersey.
LICENSES & ACCREDITATIONS
- Chartered Financial Consultant
- Investment Advisor Representative
- Life/Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Guaranteed Lifetime Income
- Estate Planning
- Tax Reduction Planning