Joseph P. Okaly,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph P. Okaly, CFP®

CFS

325 Columbia Tpke, Ste 107
Florham Park, NJ 07932-1212
(973) 540-1066 CONNECT WITH Joseph
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General

Joseph Okaly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Florham Park, NJ and the surrounding communities.

Financial Advisor Overview

Joe graduated from The College of New Jersey where he obtained a Bachelor of Arts degree in Finance and graduated with honors. He has worked for New Horizons Wealth Management LLC as a Financial Advisor since 2008, working with clients to develop plans and reach their goals. Additionally, Joe has served as the Assistant Portfolio Manager at TFS Advisory Services (formerly Innovative Market Trends) for the Buy/Hold Plus Portfolios since 2011. His wife, Lauren, taught at Radcliffe Elementary School in Nutley, NJ. She now works from home as a Lead Social Media Marketer, so as to be able to be there for their young daughter, Avery. They reside in the Packanack Lake Community of Wayne, NJ. In his spare time, Joe enjoys traveling with his family, playing soccer, woodworking, home improvement projects, any outside exercise activity, and reading classic fiction books.

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Financial Advisor Experience

Joe currently holds Series 7, 24, and 66 Securities Licenses as well as the CFP® (CERTIFIED FINANCIAL PLANNERTM) and CFS® (Certified Fund Specialist) designations. He also has Life, Health, and Long-Term Care Insurance licenses and is a Mortgage Originator.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Disclaimer

Securities offered through TFS Securities, Inc., member FINRA/SIPC , a full service broker dealer located at 437 Newman Springs Road, Lincroft, NJ 07738 (732)758-9300. Investment Advisory Services offered through TFS Advisory Services, a division of TFS Securities, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Insurance, Job Loss, Life Planning, Retirement, Succession Planning, Sudden Wealth

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