RLP Wealth Advisors, Sustaining What Matters™ RLP Wealth Advisors, Sustaining What Matters™

Our Team

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Jeremy Paul, JD, CFP®, AIF®, CDFA

Mr. Paul presently serves as the President and Managing Partner of RLP Wealth Advisors, LLC. Prior to joining RLP in 2001, Mr. Paul was a Second Vice-President with Salomon Smith Barney and a member of its Blue Chip Council. Mr. Paul holds the CERTIFIED FINANCIAL PLANNER™ practitioner credential and is admitted to the legal Bar in both New York and New Jersey.

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Bud Sturmak, CFP®, AIF®

Mr. Sturmak presently serves as Partner at RLP Wealth Advisors, LLC. Bud is a Certified Financial Planner™ practitioner providing retirement plan consulting, asset management and financial planning solutions for individuals, families, non-profit organizations and corporations. Bud has led RLP’s development of sustainable/responsible customized investment solutions for individuals and institutions that integrate environmental, social and governance (ESG) analysis.

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Andrew Ford

Mr. Ford presently serves as a Wealth Advisor at RLP Wealth Advisors, LLC. He is responsible for portfolio and investment research, asset allocation modeling, and client relations. Andrew joined RLP in September 2014. He graduated from Dickinson College in 2011 with a B.S. in Mathematics and Economics.

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Cary Krosinsky

Mr. Krosinsky presently serves as Sustainability & ESG Advisor at RLP Wealth Advisors, LLC. Cary Krosinsky is a seasoned veteran in the field of sustainable investing notably participating in the original expert panel that helped create the United Nations Principles for Responsible Investment in 2005. His knowledge and expertise will serve to further deepen RLP’s already robust ESG research capabilities.

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Dean Kuhlkin, CFA®, CPA

Mr. Kuhlkin serves as a wealth advisor at RLP Wealth Advisors, LLC.  He has over 20 years of experience in fixed income and equity markets, most recently at Deutsche Bank where he was Managing Director and Chief Operating Officer for US Fixed Income Sales.  Prior to this at Deutsche Bank, he was Chief Operating Officer for US Fixed Income and Equity Sales and Global Chief Operating Officer for Emerging Markets Debt Trading.  He started his career at PricewaterhouseCoopers.

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John Barrett, CFP®

Mr. Barrett currently serves as a Wealth Advisor at RLP Wealth.   In this role, John will provide comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, foundations and endowments.

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Kenneth F. Ballin, RICP®

Mr. Ballin presently serves as a wealth advisor and retirement income planning specialist at RLP Wealth Advisors, LLC.  Ken has over 20 years experience in the financial services industry and most recently served as a specialist at Strategies for Wealth with a focus in the areas of disability and long-term care insurance planning.

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Jay Fisher

Mr. Fisher serves as a wealth advisor at RLP wealth. He has over 15 years of experience in the financial service industry. He holds a General Securities Series 7, Investment Advisory Series 65 license, as well as a license for Life Insurance, Annuities, and Mortgages. Mr. Fisher works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning, and succession planning. Mr. Fisher received a Bachelor of Arts in Mathematics from the State University of New York at Binghamton.

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John A Carbone

Mr. Carbone presently serves as a wealth advisor and tax consultant at RLP Wealth Advisors, LLC.   John has over 19 years of private client management experience in wealth and tax planning for High-Net Worth Individuals, closely held businesses, partnerships and Trusts. Armed with this knowledge John plays an integral part in analyzing and designing, appropriate wealth management, risk management and estate planning strategies.

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Norman E. Ross**

Mr. Ross affiliated with RLP Wealth Advisors, LLC in January 2006. Presently, Mr. Ross is Vice President of The Ross Companies, a leading benefits consulting firm specializing in the areas of individual and group benefits. More specifically, Mr. Ross designs and implements life insurance programs for business and estate planning clients. Mr. Ross brings a consultative approach to evaluating a client’s needs and providing solution based advice.

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Dawn Creo

Ms. Creo presently serves as Client Service Associate at RLP Wealth Advisors, LLC. Dawn has over 15 years experience in the financial industry, and is responsible for company operations and client service support. Her responsibilities include processing all account paperwork, check requests, and assisting clients with any operational related needs. In addition, Dawn oversees a variety of other marketing, public relations and client/prospect communications projects.

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Tina Rana

Mrs. Rana presently serves as Client Concierge at RLP Wealth Advisors, LLC. Tina has over 10 years experience in the financial services industry, working both in the US and UK. She currently assists with client service support, handles any operational related needs, and processes all service requests for clients and outside advisors. Tina joined RLP in May 2013.

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**Not a representative of NPC