Meet the team
As your wealth grows, so do the complexities around managing, preserving, and passing it on. We are the central point of contact responsible for coordinating and uniquely integrating a wide-ranging suite of services to help grow, protect, administer, and transfer your and your family's wealth.
To learn more, meet with our team. Visit us at 50 Tice Blvd. Suite 317, Woodcliff Lake, NJ 07677. Or, call us at 201-356-5532.
Kieran Lynch, CFP®*
Wealth Manager
Woodcliff Lake, NJ
Craig Kaufman
Wealth Manager
Woodcliff Lake, NJ
David Platow
Associate Wealth Manager
Woodcliff Lake, NJ
Kathy Fortoul
Senior Client Associate
Woodcliff Lake, NJ
Edward Lynch
Client Associate
Woodcliff Lake, NJ
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
Banking products are offered through Citizens Bank, N.A. ("CBNA"). For deposit products, Member FDIC.
* Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE