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.

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.

Meet the Team

Brad Katz, CWS®, AIF®


(973) 317-2831


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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Brandon Pergola

Vice President, Wealth Management




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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Melissa Reichert

Client Relationship Manager



Melissa Reichert is the Client Relationship Representative at Lifelong Investments. In her role she is responsible for building and maintaining relationships with Lifelong's clients which includes everyday client services and...

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Dayana Lopez

Client Relationship Manager

(973) 317-2831


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

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