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Team

Safe Harbor Financial was founded with the goal of assisting clients in every aspect of their financial lives.  When it comes to choosing a Wealth Advisor, you have many options.  What differentiates our Financial Planning Boutique is our concern and effort to make sure our clients lives have been made more meaningful. Caring is the backbone of our practice.  We believe that clients are best served when they are heard and understood.  Integrity, loyalty, respect, and teamwork are values that Safe Harbor Financial was built on.  The client always comes first.  Every client’s goals are different; as a result, their individual plan is unique and customized. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.  It is through listening to the concerns and needs of our clients that we are able to develop sound solutions.  It is our desire to build meaningful, long lasting  relationships with our clients.  Please feel free to explore our site and learn more about us.

 

David M Wren, CFP®

Principal

(732) 449-4448

(732) 449-7229

David Wren started his financial career at Morgan Stanley in 1992 before moving onto Smith Barney. In 2006, with Fillip Gershon, David started Safe Harbor Financial, LLC (continues ...)

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Fillip Gershon

Principal

(732) 449-4448

(732) 449-7229

Fillip began his career in the financial industry at Smith Barney in 1997, before starting Safe Harbor Financial, LLC with David Wren (continues ...)

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James F. Boyle, III

Financial Advisor

(800) 730-8280

(732) 449-7229

After a successful 20 year career as an engineer supporting Department of Defense programs, Jim started his career as a Financial Advisor in 2006 when he joined his father Jim Boyle, Jr., at Smith Barney (continues ...)

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Bette Scuzzese

Account Administrator

(732) 449-4448

(732) 449-7229

Bette Scuzzese serves as an Account Administrator at Safe Harbor Financial. She earned a bachelor’s degree in Business Administration from Pace University (continues ...)

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Anthony Privetera

President - Wealth Management

732-449-3711

732-449-7229

Anthony (Tony) Privetera is a member of the Certified Financial Planner Board of Standards. Tony has extensive experience in the areas of retirement planning, investment portfolio design, wealth distribution strategies, income and...

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Deborah Privetera has close to 25 years of experience in the financial industry helping clients achieve their financial objectives by developing strategies and recommending solutions designed to accommodate their unique financial and...

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Jeanine has been working in the financial services industry for more than 14 years. She specializes in comprehensive wealth management and financial planning. Jeanine works closely with her clients to develop a cohesive financial...

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John Morano

Principal of Consolidated Financial Services

973-706-5646

973-706-5625

John started Consolidated Financial Service (CFS) over 30 years ago as a one-stop financial service company. His original vision was to be able to assist primarily family and friends with various financial matters utilizing his...

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Peter Pabon

Certified Financial PlannerĀ®

732-449-7229

Peter believes in a values based approach to financial planning. By helping his clients clearly define their objectives and what is truly important to them, he can design a planning program customized to his clients' individual needs....

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Rhonda Wind

Registered Admin/Supervision Specialist

Rhonda serves as a Review Specialist at Safe Harbor Financial. She earned a Bachelor of Science Degree in Accounting from Georgian Court University in 1988. Rhonda started her career at Merrill Lynch and has worked as a Registered...

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