We’re custom-first in how
we manage your money.
We’re transparent in all of our communications.
We’re experienced across the lifelong spectrum.
Brad Katz, CWS®, AIF®
President
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.
Brandon Pergola
Vice President, Wealth Management
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...
Melissa Reichert
Client Relationship Manager
Melissa@lifelonginvestments.com
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...
Dayana Lopez
Client Relationship Manager
Dayana@lifelonginvestments.com
Dayana Lopez is the Client Relationship Manager at Lifelong Investments LLC, as well as a licensed Insurance Producer.
Virginia Capicchioni
Vice President, Financial Planning
973-317-2877
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...