Financial Professionals

  • Ann Marie O’Hare, CPA, ABV, CFF, CDFA, CFE

    Ann Marie O'Hare LLC
      [gdlr_video url=”https://www.youtube.com/watch?v=XbFqVbbnJw0″ ] As a Certified Public Accountant (CPA) and Certified Divorce Financial Analyst (CDFA), Ann Marie O’Hare helps clients address as well as resolve the financial issues that arise during times of transition, with a specialty in assisting clients going through a divorce. Her goal is to help clients reach a settlement of financial …

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    • Elizabeth “Betsy” Giordano, REALTOR®

      RE/MAX Gateway Realtors
      Responsible for creating and managing customized marketing plans to promote sales of properties through both printed and online media advertisements, open houses, multiple listing services, and follow up with potential buyers and or their agents. Determine strategic pricing for properties utilizing recently closed comparative properties. Create and present purchase offers with buyers and sellers. Manage …

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    • John Caroli

      BCS Private Wealth Management
      As a Certified Financial Planner (CFP), I can work with divorcing couples either as a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorce process. I combine education, calculations, and financial planning to find creative solutions, and work closely with team …

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    • Kelly Cole

      EPIC Wealth Management, LLC
      Kelly is an Insurance specialist with MassMutual who has over 15 years of experience in the industry. Her practice is located in the Galleria in Red Bank. She provides all insurance needs by evaluating different products to create a cohesive protection plan for the alimony, child support and any other financial obligations that arise in …

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