Comprehensive advice and leadership your family can trust and rely on.
As an emerging independent RIA and financial planning firm, we are dedicated to making a valuable impact in the lives of our clients.
We provide Comprehensive Financial Planning, Investment Advising, and Personal CFO Services to affluent and dual income families.
We value our relationships, being prepared and resourceful, and being a dependable and impactful leader.
Our mission is to help our clients achieve financial independence through passion, preparation, and the steadfast commitment to their core values and financial objectives.
HOW YOU LIVE TOMORROW DEPENDS ON THE DECISIONS YOU MAKE TODAY.
Our team
THOMAS J. SEGEDIN CFP®
Thomas J. Segedin, CFP® started his career in personal financial services after graduating Cum Laude from Florida Atlantic University with a BBA in Finance and Real Estate. After three years at an insurance concentrated financial planning firm in New Jersey, he took an independent contractor position at a RIA/Broker-Dealer/Investment Bank on Wall Street. While spending time at both firms, Thomas developed proficiency in all areas of financial services, which include comprehensive financial planning, investment advising, real estate and insurance. In September 2014, Thomas started Segedin Financial Advisors with the commitment to provide best-in-class leadership and comprehensive advice that clients can depend on.
Thomas obtained his CERTIFIED FINANCIAL PLANNER™ certification in August 2015. Certified Financial Planner Board of Standards, Inc.® owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Us
ALICIA M. SEGEDIN
Alicia M. Segedin is the Director of Marketing at Segedin Financial Advisors. Prior to joining SFA, Alicia worked as an Account Executive at a large marketing firm in Bergen County, NJ. In addition, Alicia is a New Jersey Realtor® primarily representing Home Buyers in Northern New Jersey. She graduated from Monmouth University with a Bachelors Degree in Management and Marketing.
HOW YOU LIVE TOMORROW DEPENDS ON THE DECISIONS YOU MAKE TODAY.