Partner & Wealth Advisor
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
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
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
60 Columbia Road
Building A, Suite 300
Morristown, NJ 07960
551 Fifth Avenue
New York, NY 10176