PAUL MULLER

 
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Paul graduated from the State University of New York at Albany with a degree in Economics, and has over 20 years of experience in the financial industry. He’s a Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®) and holds FINRA series 6, 7, 24, 63 and 65 securities registrations through LPL Financial. Paul is also a seven-time recipient of the Five Star Award which recognizes quality service and is awarded to less than 3% of wealth managers in New Jersey.

 
 

JASON ELLIS

 

 

 

 

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Jason has over 18 years of experience in the financial industry. He’s an Accredited Chartered Retirement Planning Counselor (CRPC®), Chartered Financial Consultant (ChFC®) and holds FINRA series 7, 24, 63 and 65 securities registrations through LPL Financial. Jason is also a three-time recipient of the Five Star Award which recognizes quality service and is awarded to less than 3% of wealth managers in New Jersey.

 

 

STEFANIE WALLER

 

 

 

 
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Prior to joining Vision Retirement, Stefanie spent over ten years in the financial services industry working at Citibank, Goldman Sachs and Barclays Capital, primarily in the area of Finance. She earned a Bachelor of Science in finance from Lehigh University and spent time studying abroad at New York University in France. 

 

 

GHADA HART

 

 

 

 
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Ghada joined Vision Retirement in September of 2015 with plenty of experience having spent several years working for Goldman Sachs in their New York and London offices. She also holds an accounting degree from Pace University.