Colleen DiPaola brings 25 years of wealth management experience across a variety of roles, including Financial Advisor, Client Associate, Senior Business Manager, and Coach & Trainer. She is a Certified Financial Planner Professional (CFP®) and holds an MBA in Finance from Ramapo College of New Jersey.

Her background in both high-level financial planning and operational management is a combination that is a tremendous asset to our team, and most importantly, to our clients. Colleen will be available to support our existing clients, welcome new introductions to the firm, and uphold the standard of care you have come to expect.

She resides in North Haledon, NJ with her family. In her downtime, Colleen enjoys walks/runs, going to the beach, traveling to her husband’s hometown in Italy, and is recently learning how to golf.