Broker Check
Nicholas Magone, CFP®, CRPS®

Nicholas Magone, CFP®, CRPS®

Vice President

Nicholas Magone’s passion for wealth management began early on, thanks to his grandfather. Giuseppe Magone emigrated to the U.S. from the Campania region of Italy with limited resources and education, yet through the financial markets became a symbol for financial independence.

Says Nicholas, "From a very young age, I saw my grandfather as an inspiration—teaching me about the financial system, the value of a dollar, and common-sense principals of personal wealth management."

Nicholas focused his studies at Seton Hall University toward a career in wealth management. When he began his professional career, he quickly realized that too many people don’t achieve financial freedom due to a lack of sound, objective advice and knowledgeable guidance.

In partnership with his father, NJ CPA Nick Magone, Nicholas now works with individuals and business owners who are motivated to develop a financial game plan and help enhance their financial future.

A Certified Financial PlannerTM and Chartered Retirement Plans SpecialistSM, Nicholas consulted as a financial advisor for Morgan Stanley and gained wealth management experience at various other financial firms. He has worked extensively in tax-efficient investment strategies, corporate retirement and hybrid pension plans, estate planning strategies, succession planning, college planning, life and long-term-care insurance, and lifestyle budgeting/retirement income generation. His youth belies his considerable experience coaching clients to a well-rounded understanding of their financial options.

An avid sports fan and athlete. Nicholas often attends Seton Hall Basketball and Giants games and enjoys playing soccer, weightlifting and snowboarding.