James Ciprich

CFP®, MBA

RegentAtlantic

Partner & Wealth Advisor

Contact Me

James Ciprich

CFP®, MBA

RegentAtlantic

Partner & Wealth Advisor

We define wealth management as the integration of financial planning and investment management to help our clients achieve their personal and financial goals. - James Ciprich, CFP®, MBA

Contact Me

800-475-0831 ext. 220

Website

Accepting Clients with at Least $1 Million of Investable Assets

Meet James Ciprich

Jim advises clients on financial planning and investment management issues. He joined RegentAtlantic in 2007 as a Financial Advisor and has served as Chair of the Financial Planning Committee and the Risk Management subcommittee. Jim serves a broad range of clients, with a particular focus on wealth management for retirees and those considering retirement community options.

He is regularly asked to speak at Continuing Care Retirement Communities, client events, and is frequently quoted in the media. He holds the CERTIFIED FINANCIAL PLANNER™ certification. He has an MBA from Rutgers Graduate School of Management and a BA in Economics from Rutgers College, and has served as an Adjunct Professor at Fairleigh Dickinson University where he taught prospective financial planners in the CFP® program. Previous to joining RegentAtlantic, Jim was a wealth management specialist at USI Bertholon Rowland. There, he advised high-net-worth attorney clients on investing, insurance and financial planning issues, while working with multiple county and state bar associations. Jim currently serves as the Treasurer/Secretary for the Estate and Financial Planning Council of Central New Jersey.  He is also serves on the board of trustees for the Morristown United Methodist Church where he volunteers his time in youth education, finance committee and audio/video committee.  Jim has spent recent summers also volunteering with Appalachia Service Project, rebuilding homes for underprivileged families.  Prior to his career in financial services, Jim held several marketing positions in the music industry and is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall.

James Ciprich is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James Ciprich is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact James Ciprich

800-475-0831

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Office Locations:

  • 60 Columbia Road
    Building A, Suite 300
    Morristown, NJ 07960
  • 551 Fifth Avenue
    Suite 2610
    New York, NY 10176

How an Investment in the Present Paid Off for Future Business Growth

Published on May 1, 2015

The fairly straightforward question—what keeps your clients happy—can be a complex question to answer for most business leaders. But, when you ask Chris Cordaro, the chief investment officer at Regent Atlantic Wealth Management, his answer is a simple one: For his wealth management advisory firm, having talented advisors who dispense smart advice with compassion has been key to client satisfaction. The ability to identify and ensure that key factors of customer satisfaction are addressed is one that comes with experience for most leaders like Chris. A firm believer in the power of mentorship, Chris has pushed for investing in young talent by bringing in recent college graduates to his firm and training them to become seasoned financial advisors. “By large these kids pick up our culture and how we work pretty quickly,” said Chris. Having exceptional advisors hinges on the ability of businesses to constantly embrace opportunities for innovation and on having the courage to constantly evolve as a company. For Chris, some of the innovative moments have blossomed when he decided to matriculate young talent by giving them opportunities to “run with their ideas.” He recalled one incident when some of his advisors pitched the idea of becoming an expert in social security planning. Initially, Chris advised against this idea since most of the firm’s clientele were wealthy clients who rarely demanded advice on social security planning. However today Chris is glad that his young advisors still fought to become experts in social security planning, as today they have given more than 100 talks on their area of expertise. In fact, what invigorates Chris the most is collaborative meetings that allow every participant an opportunity to present bring their best ideas forward. “If every idea was coming from the top then they would eventually come the same,” said Chris. “I’d rather give the opportunity for young talent to succeed or fail, all that matters is that they batted and tried.”

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