James Minniti has been helping business owners and individuals successfully plan for their future. His knowledge and unique approach has grabbed the attention of many professionals whom he is assisting everyday. His professional knowledge in the business market truly helps his business owner clients properly plan for the future of their business success. James’s unique approach to planning helps his clients build, preserve and maximize their wealth. James resides in Clark NJ with wife Ana. James has four children, Gianna, Andrea, Jacqueline, and Anthony James.
James had played an essential role in the growth of NEFN. As part of the management team, he has worked building the training curriculum, he leads the advanced planning department, and mentors many of the planners building a career with us. He has also spoken locally to organizations on planning, financial and business development strategies.
James specializes in working with Small to Mid Size business owners, and individuals helping to organize and coordinate their business and personal financial lives.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian