Kolinsky Wealth Management, LLC. Announces Jason M. Kolinsky Achieves Certified Financial Planner(TM) Certification

Top Quote Kolinsky Wealth Management, LLC. (KWM) is pleased to announce that Jason M. Kolinsky, an Investment Advisor Representative and Life and Health Insurance Producer for Kolinsky Financial Group, Inc., located in Woodcliff Lake, N.J., has been authorized by the Certified Financial Planner Board of Standards (CFP Board). End Quote
  • Newark, NJ (1888PressRelease) November 20, 2012 - Mr. Kolinsky joined the firm in 2007 and earned his Series 7 and Series 63, becoming a Registered Representative with Allied Beacon Partners, Inc. a Virginia based Broker Dealer in 2010. At KWM, he focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC. and maintains a seat on the investment committee.

    Mr. Kolinsky is a member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA) and the Mahwah Chamber of Commerce. In his free time, Mr. Kolinsky volunteers his expertise at Financial Planning Days, which are hosted by the Certified Financial Planner Board of Standards, Inc. Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors. He also volunteers for Habitat for Humanity, Meals on Wheels and other charities. Mr. Kolinsky holds a B.S. in Business Administration (Finance concentration) from Ramapo College of New Jersey and resides in Bergen County.

    These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

    About CFP Board:
    CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

    About Kolinsky Wealth Management, LLC.:
    Founded by Steven Kolinsky in 1982, Kolinsky Wealth Management is a full-service wealth management firm serving high net worth individuals and businesses throughout the U.S. Based in Woodcliff Lake, NJ the firm provides a comprehensive range of financial solutions for individuals and businesses including Investment Advisory Services, Wealth Transfer Planning, Financial Planning and Retirement Plan Consulting and Design.

  • FB Icon Twitter Icon In-Icon
Contact Information