Team

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

Our Team

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.

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.

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 First Allied Securities with more than 20 years of experience in the financial services industry.

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.

Melissa Bogart

Client Relationship Representative

973-317-2831

Melissa@lifelonginvestments.com

Melissa Bogart 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...

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...