Vision Retirement is an RIA fiduciary CFP financial advisor in Ridgewood NJ (Bergen County) and Poughkeepsie

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Meet our Team Vision retirement financial advisor ridgewood nj poughkeepsie ny financial planner financial planning CFP fiduciary

Jean Riordan, CFP®

Relationship Manager and VP of Tax Planning

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Benjamin Stark, CFP®

Financial Advisor and
Director of Client Experience

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Paul Muller, AEP®, CFP®

Relationship Manager and Founder

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Joanne Raso Rosenblatt

Director of Operations

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Jill Muller

Client Experience Concierge

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Joy Leff

Client Experience Specialist

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Nicholas Taber

Associate Financial Advisor

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Bill Stavros

Chief Operating Officer

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Vision Retirement financial planning independent RIA CFP fiduciary investment advice investment management New Jersey New York Bergen county financial advisor Ridgewood NJ

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