Alexander J. Saulon Jr. CFP®

Alexander J. Saulon Jr. CFP®

Director of Group Benefits

Phone: 732.404.0035
Fax: 732.404.1351
E-mail:


Alex Saulon has been involved in the Financial and Investment Industry since 1998 and is a CERTIFIED FINANCIAL PLANNER™. He advises his clients in such areas as Estate, Investment, Retirement and Insurance planning. His holistic approach to financial planning can help assure his client of a financial future that is designed to meet their goals.

Alex also works with business owners and advises them on all of their company’s group benefit needs. He evaluates, implements, and manages group health plans, dental, life, and disability insurance.   In addition, he also advises and manages company retirement plans such as 401(k), SEP and SIMPLE IRA’s.

Alex is the host of the  "Cents and $ensibility" blog.

Education

SUNY Oswego- Bachelor of Science- Major in Business Finance 

American College - CFP® Certification Curriculum

Professional Designations, Affiliations, Licenses and Registrations

CERTIFIED FINANCIAL PLANNERTM

Series 7, 62, 63 and 66 Securities Registrations

Life, Health and Accident Insurance Licenses

Financial Planning Association