Nathan Petrinec, Financial Advisor located in Ocean City, NJ

Financial Advisor
Nathan T Petrinec

CFP®, CEPA®, AAMS®
1261 Asbury Avenue Unit A, Ocean City, NJ 08226opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Corporate Executives
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Fishing
  • Outdoor Enthusiast
  • Spending Time with Family
  • Traveling
  • Reading

Team Members

  • Robert Madara
    Associate Financial Advisor
  • Antonio Inserra
    Branch Office Administrator
  • Emily Park
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(609) 398-6127

Fax

(866) 444-8039

Office Address

1261 Asbury Avenue Unit A
Ocean City, NJ 08226opens in a new window

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