Virtual Online Meeting!
SJREIA Weekly Webinar - FREE - 7pm
Meet your panelists:
Chris Cacchiola, Founder and CEO of Emissary Wealth has over 10+ years of experience in wealth management and real estate investing. Before founding the firm in 2020, he was a partner and head of Wealth Management for a NJ based Registered Investment Advisor serving as lead on portfolio decisions and strategic planning for clients involving real estate transactions.
Emissary Wealth is a boutique wealth management firm located in NJ, providing objective wealth management and investment advisory services with the highest level of personalized service. Chris also currently serves as Chief Investment Officer for 18 Squared Tactical Fund LP, a private equity real estate fund that primarily focuses on Class B multifamily apartment investing across the country with over 10,000 units and 15 states.
Amy Frank Goldman, President of AFG Wealth Management - Amy founded AFG Wealth Management in 2018, building upon her more than 20-year career in the investment management industry. She has held various sales and management roles at some of the largest, most reputable firms in the financial services industry, including Fidelity Investments and Oppenheimer Funds. Amy holds the Chartered Retirement Plan Counselor® designation and her Series 7, 63, 65 and 66 securities licenses. Amy is also licensed to offer life, accident and health insurance coverage.
Amy attended Fairleigh Dickinson University in Madison, NJ. She lives with her husband and daughter in Hoboken, NJ, and is very active in various volunteer roles and community groups in the Metro area. Amy’s philosophy, “Whether our clients are small businesses, endowments or individuals, we strive to give them a client experience that focuses on integrity, the utmost suitability and one involving a dimension of personal communication that most advisors often overlook.”
David Steiner, a principal of Zebulon Tax Advisory LLC, has over 20 years of experience as a tax and financial consultant. While serving the Essex and Union County communities with integrity during this time, David has also held the position of adjunct professor of Finance, Tax, and Economics at Union County College for over a decade. David is a Tax Counselor for the Elderly. Having grown up in Essex County and currently residing in Union County, David has a continued interest in serving members of his community. In his free time, he enjoys running and other outdoor activities.
David is also one of a select group of advisors the AARP has authorized to assist the elderly with their complex tax and estate issues. He specializes in providing tax reduction strategies, helping individuals plan for a secure financial future, and developing strategies that focus on the distribution phase of each consumer's life - whether it be planning for retirement in the immediate future, or current distributions in retirement. He accomplishes this by working one-on-one with each client to help develop an approach that is uniquely suited to that client's specific needs and goals. David holds an Honors M.B.A. from Fordham University, where he double majored in Tax Accounting and Finance. While working in Washington, D.C. at The White House, he earned an undergraduate degree from The George Washington University.
Host Rocco Esposito, Landlording Subgroup Leader and SJREIA Business Affiliate
Rocco joined Esposito Insurance Group (EIG) in 2003 and is now the owner and General Manager. Prior to joining EIG, he was CTO at HunterDouglas and Maidenform. Rocco is a graduate of Rutgers Engineering and holds an MBA from Rutgers Graduate School of Management. Rocco offers straightforward, honest advice, and works diligently to provide his clients with coverage that is right for them. Fun fact: Rocco’s daughter designed the company logo when she was six years old! Esposito Insurance Group - phone: 973-284-1083 | fax: 973-284-0821 , www.espositoinsurance.com