Sergio began his financial services career on Wall Street where he joined Lee, Nolan & Koroghlian, LLC and became Senior Vice-President before starting thinkWealth with Michael Pine. He’s been known as a leading financial professional in the tri-state area; committed to helping business owners and families implement strategies to reach their financial goals. “We started thinkWealth to provide our clients sophisticated financial planning strategies in a simple, easy to understand process and provide unparalleled service each step of the way.”
Sergio earned his Bachelor of Science degree in Finance at Seton Hall University, the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) through the American College, and was awarded the Certified Financial Planner (CFP) designation by the CFP Board of Standards.
Sergio resides in northern New Jersey with his wife Rita and their son Antonio. They love going on family trips, playing sports, and cooking together. Sergio is committed to giving back to the community and supporting local charities, as well as The National Kidney Foundation.
- Insurance Strategies
- Investment Strategies
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