Vision Retirement financial planning financial advisor investment management CFP RIA Ridgewood NJ

We want you to enjoy a stress-free retirement.

Meet the experts who will help get you there.

See if our expertise matches with your needs.

Meet our Team Vision retirement financial advisor ridgewood nj poughkeepsie ny financial planner financial planning CFP fiduciary
  • Jean Riordan Our Team Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY financial advisor Ridgewood NJ

    Jean Riordan, CFP®

    Relationship Manager and VP of Tax Planning

  • Benjamin Stark Our Team Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY financial advisor Ridgewood NJ

    Benjamin Stark, CFP®

    Financial Advisor and
    Director of Client Experience

  • Paul Muller CFP AEP Our Team Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY financial advisor Ridgewood NJ

    Paul Muller, AEP®, CFP®

    Relationship Manager and Founder

  • Joanne Raso Rosenblatt Our Team Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY financial advisor Ridgewood NJ

    Joanne Raso Rosenblatt

    Director of Operations

  • Stefanie Waller Our Team Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY financial advisor Ridgewood NJ

    Stefanie Waller

    Client Operations Specialist

  • Dawn Barkey Our Team Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY financial advisor Ridgewood NJ

    Dawn Barkey

    Client Operations Specialist

  • Bill Stavros Our Team Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY financial advisor Ridgewood NJ

    Bill Stavros

    Chief Operating Officer

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

Start simplifying
your journey and speak to a financial advisor today.

See if our expertise matches with your needs.