The Team

Mindful Wealth Management

Our Advisors

Matthew R Rotella

Matthew R Rotella

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

United States Military Academy (Bachelor of Science 1986), Stevens Institute of Technology (Master of Science in Management 1995)
CA Insurance #0I64601

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Christopher M Rotella

Christopher M Rotella

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

Bachelor of Science, United States Coast Guard Academy, New London, CT, Master of Business Administration, Seton Hall University, South Orange, NJ
CA Insurance #0E41358

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Timothy M Burklow Sr

Timothy M Burklow Sr

Private Wealth Advisor

More about me...

Designations

ChFC®, CFS®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Rutgers University, Bachelor of Science Economics, 1991
CA Insurance #0B79550

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Benjamin Burklow

Benjamin Burklow

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Women's Financial Strategies

Education

Montclair State University - Bachelor's Degree
CA Insurance #0J21576

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Morgan Burklow

Morgan Burklow

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving

Education

Montclair State University, Bachelor of Science - Marketing 2007
CA Insurance #0J20985

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Karol Turner

Karol Turner

Financial Advisor

William Lewis

William Lewis

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

West Virginia University, BSBA, Finance, 1987-1991
CA Insurance #0I33956

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Our Staff

Ruth Occhipinti

Ruth Occhipinti

Administrative Assistant

Wendy Esser

Wendy Esser

Administrative Assistant