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Our financial advice team


Stephen J Croghan

Stephen J Croghan

MBA, CRPC®

Private Wealth Advisor

Chief Executive Officer of
Three Bridges Wealth Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Interests

  • I like coaching and cheering on my children, Dana and Cameron, in a number of sports including soccer, baseball.
  • As an Eagle Scout it is very rewarding to be a leader of Troop 149.
  • My wife Pat and I are very active in High Bridge community activities.

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2014, 2015, 2017, 2018,2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • Wilkes University, 1980, B.S. Accounting
  • La Salle University, 1982, M.B.A Finance
Newsletter

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Community participation

United Way of Hunterdon, North Hunterdon Rotary Club, High Bridge Youth Soccer and Basketball.