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Eric Mancini, CFA, CFP, CAIA

Traphagen Financial Group

234 Kinderkamack Rd

Oradell, NJ 07649
(201) 2621040

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.

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


No.of Employees




Firm CRD#


Insurance License#


Name of Broker/Dealer

Fidelity, Schwab

Name of Custodial Firm

Fidelity, Schwab

States Licensed in

Insurance: NJ Wealth Advising/Investment Management: All

Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses


Investment Types

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

I can meet clients in the following ways

At my office, Via email, Video Conference, Via phone

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Certificant, CAIA

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Life

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients


Firm's Number of Planning Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts



Bachelors of Science - Economics (Focus in Finance)

Pennsylvania State University
8/1997 - 8/2001