Our Philosophy

 

Help with Trust Planning Estate Conservation Tax Planning InvestmentsOur mission is to build financial confidence, quantify the unknown, preserve wealth and deliver solutions that can lead to a stress free lifestyle, while operating under the highest standard of professional ethics, integrity and client service.

As CFP® professionals, we are required to put our clients' interests ahead of our own at all times -- acting as a "fiduciary". Our Oath serves as a pillar, upholding the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

We collaborate with like-minded professionals that specialize in areas such as; Business Valuations, Structured Sales, Wealth Transfer, Tax and Legacy Planning in order to create a dynamic, integrated financial plan that is designed to work for you throughout your lifetime. 

Strategic investing, minimizing taxes, protecting your family and business are goals that benefit greatly from an integrated financial plan. Our interactive, on-going discussions and support can bring clarity, stability, security and strength to even the most complex challenges.

 
Help with Trust Planning Estate Conservation Tax Planning Investments
 
Paul Criscione, CFP®
Senior Vice President
 

Paul's life passion is coaching clients through complex financial decisions and serves to be an instrumental part of family dynamics throughout both difficult and rewarding times. Using a comprehensive and collaborative approach, he translates confusing jargon and fine print into clear, manageable steps, enabling clients to make sound financial decisions.
 

Mary A. DiAnna, CFP® MBA
Financial Advisor

Mary strives to deliver meaningful guidance to clients while capitalizing on her deep experience in capital markets, foreign exchange, business banking, real estate and financial planning. As a lifelong NJ resident, Mary grew up in a bilingual household that stressed strong values, working hard and saving for the future.

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Rita Robbins, President
Rita leads approximately 110 advisors with over $2 Billion though her firm, Affiliated Advisors.  She assists FCM with creative resources to expand their solutions in asset management, life insurance, wealth transfer and estate planning. 

Timothy Maurer, Director of Compliance
Tim uses his knowledge and insight to create a true partnership with advisors and their clients, helping to mitigate risk and creating long term added value. Previous experience includes positions at Ameriprise Financial, E*Trade and AXA Equitable. 

Lori Skibo, Director of Insurance
Lori provides strategic consulting solutions that helps us meet the life insurance, wealth transfer and estate planning needs of our affluent clients. We rely on Lori's underwriting expertise, detail oriented focus and proactive approach to finding solutions.

 
Ana Chicas, Director of Client Services
An integral part of the FCM team, Ana is responsible for all operational aspects and prides herself on providing exceptional client service. 
 
 
                                     

  What Matters to You, Matters to Us