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Eric Mancini

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649

201-262-1040

Building Wealth, Limiting Risk, Attaining Financial Security

About Traphagen Financial Group

Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services.

Overview Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.

The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives.

We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.

General Information

Firm Start Year

1970

No.of Employees

20-49

CRD#

5231486

Firm CRD#

107764

Insurance License#

9073284

Name of Broker/Dealer

Fidelity, Schwab

Name of Custodial Firm

Fidelity, Schwab

States Licensed in

Insurance: NJWealth Advising/Investment Management: All

Years of Experience in Financial Services

12

Number of Years with Current Firm

9

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Services

Investment Types

Annuities, Private Investments, Mortgages & Real Estate, Stocks, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At my office, Via Phone, Via Email

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®, CAIA®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Health

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

1200

Firm's Number of Planning Clients

600

Firm's Number of Managed Clients

1100

Assets Managed by Firm

$620M

Advisor's Number of Clients

80

Advisor's Number of Managed Clients

80

Advisor's Number of Planning Clients

70

Assets Managed by Advisor

$150M

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

Bachelors of Science - Economics (Focus in Finance)

Pennsylvania State University
8/1997 - 8/2001