RFA

Home | Service | Products | Background | Contact

We're experienced, focused, pleasant to deal with and we listen well. Let us work for you now.

Paul Muller, CFP^®
Senior Partner

Experience

Wealth Management, Investment Management, Insurance, Financial Planning, Investments, and Lending

Licenses

Life Insurance - New Jersey, New York, Pennsylvania

Health Insurance - New Jersey

Title Insurance - New Jersey

NASD Licenses - Series 6, 7, 24, 63, and 65

Certifications

CERTIFIED FINANCIAL PLANNER Practitioner ^TM

Affiliations

Regional Business Partnership

Financial Planning Association

Society for Financial Professionals

Estate Planning Council, Inc.

Institute for Divorced Financial Analysts

Education

BA - Economics - State University of New York at Albany

Direct: 201-657-4789

Herbert C. Umland, Jr.
Senior Partner

Experience

Commercial Banking, Wealth Management, Investments, Lending

Licenses

Real Estate - New Jersey

Life Insurance - New Jersey

NASD Licenses - Series 6, 7, and 63

Affiliations

Member of the Board of Directors - Commerce and Industry Assn. of NJ

Member of the Board of Directors and current President of the Greater NJ

Estate Planning Council, Inc.

Member - Ridgewood AM Rotary Club

Member - House - Ridgewood Country Club

Education

MBA - Fairleigh Dickinson University

Stonier Graduate School of Banking

Cannon Financial Institute - Trust Program - 3 years

BS - Finance - Villanova University

Direct: 201-280-3461

Securities offered through Linsco/Private Ledger - Member NASD/SIPC