As executive vice president of Mercadien Asset Management, Reginald “Reg” is active on the investment management committee, and is integral in preparing financial plans for clients. His area of expertise is in helping individuals and small businesses define and achieve their investment goals.
Reg accomplishes this in three ways: first, by assisting business owners in the design and funding of qualified plans in order to maximize tax benefits and provide valuable benefits to employees; next, by designing investment strategies to help individuals accumulate assets for retirement; and third, by working with pre-retirees and retired individuals to design strategies to maximize income, minimize risk, and minimize taxes during retirement.
Prior to joining Mercadien, Reg worked for 18 years as the investment specialist for Berger Financial Group, LLC in Neptune, New Jersey. He worked with advisors to help them develop appropriate asset allocation strategies for their clients and also acted as liaison between the office and New England Securities.
As vice president for Advanced Pension Designs, Inc., a third-party administrator of pension, profit-sharing and 401(k) plans, Reginald worked closely with business owners in the area of employee education for 401(k), SEP and SIMPLE retirement plans. Reg is licensed for Life and Health insurance and holds his NASD Series 24, 7, 63 and 65 licenses. He has been an active member of the Financial Planning Association since 1993 and a member of the American Association of Individual Investors since 1992.
Reg is a Certified Financial Planner, earned a Bachelor of Science degree in Finance from The College of New Jersey, and is an Eagle Scout. He is married to Diane and resides in Chesterfield, New Jersey.