AJ Selvaggio is a Financial Advisor & Retirement Planning Specialist at Licentia Financial, LLC working through Equitable Advisors & LPL Financial. He is dedicated to helping his clients build personalized financial futures, and to do so, rather than solely focusing on one facet, he first works with individuals, families, and business owners to take a complete assessment of their overall situation. Only then is he able to advise and give tailored recommendations for the most effective strategies to accomplish their goals.
He has helped a broad spectrum of clients, but his practice is primarily focused around corporate attorneys, business owners, directors & executives.
As your advisor, he will analyze areas such as:
- Tax reduction strategies
- Wealth accumulation
- Investment allocation
- Risk management & Insurance analysis
- Tax-free income
- Wealth protection
- Retirement planning
- Estate planning strategies
AJ graduated with a Bachelor of Science degree, with a double major in Finance & Economics, from the Brock School of Business at Samford University. Born just outside of the Bronx, New York, he has been cheering on the New York Giants since the beginning. AJ has always loved to help those around him grow and be successful in their careers and personal lives, and outside of his practice, there's nothing he enjoys more than being with friends and family.
Give AJ a call to schedule your financial check-up!
Retirement Planning Specialist - Wharton School, University of Pennsylvania
Series 7 - Financial Securities (Registered Representative)
Series 66 - Uniform Combined State Law Examination (Investment Advisor Representative)
Series 24 - General Securities Principal
Health, Life & Variable Lines - Dept. of Insurance, Securities & Banking