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198 US Highway 9 North, Suite 204
Manalapan, New Jersey 07726

Phone: 732.845.1929

Fax: 732.845.1104
Email: jim@kingfn.com

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

James F. King, Jr., CFS, CAS, AAMS, CMFC

President and Director of Investment Planning

(732) 845-1929

(732) 845-1104

As the President and Director of Investment Management, Jim is passionate about his clients and is committed to providing them with financial peace of mind. During his twenty-eight year career, Jim has amassed an extensive knowledge...

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Tony Kelly, CFP, CFS, CAS

Director of Financial Planning

(732) 845-1929

(732) 845-1104

As the Director of Financial Planning Services, Tony focuses on investment planning and economic research. He is responsible for our due diligence of investment companies and portfolio managers. His knowledge of our investments and...

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A.J. Vignola, CFP, CFS, CAS

Financial Planning Advisor

(732) 845-1929

(732) 845-1104

A.J. is a Financial Planning Associate who collaborates with Jim to analyze our clients’ financial plans and identify any areas of weakness that may need to be addressed. He is able to run in depth financial planning projections in...

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Russ Nesevich, Esq.

Director of Estate Planning

7328451929

7328451104

As the Director of Estate Planning, Russ ensures that our clients have optimally planned to protect their families and their assets through all stages of life. He establishes lifetime plans to ensure that children are protected and...

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Linda Kubit, CLTC, LTCP

Director of Insurance

(732) 845-1929

(732) 845-1104

As the Director of Insurance, Linda works closely with clients helping them to protect their families and build a strong financial future. She also focuses on advising families against the risk of a long term care event. With 28 years...

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Christopher King, EA

Director of Tax Planning

732-845-1929

732-845-1104

As the Director of Tax Planning, Chris focuses on the tax aspect of the financial planning process. He collaborates with the team in providing professional and confidential guidance related to tax issues. As an Enrolled Agent, Chris is...

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Joseph Tuminelli

Director of Operations

(732) 845-1929

(732) 845-1104

Joe plays an integral role in managing the day-to-day business operations of the office. He is responsible for new and existing client servicing. His role includes the processing of all incoming and outgoing money transfers. In...

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