Team

Meet the Lifelong Investments LLC team, based in New Jersey:

 

Brad Katz, CWS®, AIF®

President

(973) 317-2831

Brad@lifelonginvestments.com

Brad Katz, CWS®, AIF® is the founder of Lifelong Investments LLC and is a Registered Principal with First Allied Securities with more than 20 years of experience in the financial services industry.

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Dayana Moya

Client Relationship Manager

(973) 317-2831

Dayana@lifelonginvestments.com

Dayana Moya is the Client Relationship Manager at Lifelong Investments LLC, as well as a licensed Insurance Producer.

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Alixa Lamboy

Executive Assistant

(973) 317-2831

(973) 317-2877

Alixa@lifelonginvestments.com

Alixa Lamboy is the Executive Assistant at Lifelong Investments, working closely with the financial planning team. Alixa joined Lifelong in August, 2018 after retiring from the New Jersey Department of Corrections. Alixa has more than...

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