Broker Check

We do two things very well: invest for all
markets and inspire trust from our clients.

We operate as one unit to ensure that every client we work with can navigate the big moments. We each have our specialty, but we work in concert to ensure you always know where your plan is at.  Speaking to one of us is speaking to all of us.

Meet the Team

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 Cetera Advisors with more than 25 years of experience in the financial services industry.

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Brandon Pergola

Vice President, Wealth Management

973-317-2831

973-317-2877

brandon@lifelonginvestments.com

Brandon Pergola is the Vice President of Wealth Management at Lifelong Investments, LLC. Driven by the desire to help others, he believes that planning isn’t a one-size-fits-all approach and that every individual or business has...

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Dayana Lopez

Client Relationship Manager

(973) 317-2831

Dayana@lifelonginvestments.com

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

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Jillian Gorman

Client Relationship Coordinator

973-317-2831

973-317-2877

jillian@lifelonginvestments.com

Jillian Gorman is the Client Relationship Coordinator at Lifelong Investments. In her role she is responsible for building and maintaining relationships with Lifelong's clients which includes everyday client services and administration...

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Virginia Capicchioni

Vice President, Financial Planning

973-317-2831

973-317-2877

cap@lifelonginvestments.com

Ginny Capicchioni is Vice President of Financial Planning for Lifelong Investments.  Ginny works collaboratively with her clients to both achieve their stated objectives as well as anticipate and avoid potential challenges along...

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Our Process

We’re custom-first in how
we manage your money.

Our History

We’re transparent in all of our communications.

Our Values

We’re experienced across the lifelong spectrum.

Schedule Your Meeting With Our Team Today