$275M AUM NJ Team Joins LPL Financial from First Allied : vi

$275M AUM NJ Team Joins LPL Financial from First Allied


Advisors Craig Zaleck and Mark Hogan of Bergen Point Wealth Management moved from Cetera’s network broker/dealer First Allied where they managed $275 million in total assets, according to an announcement. The two-person team joined LPL through the Independent Network of Consultants & Advisors (INC Advisors).
Zaleck and Hogan started out as public accountants and continue to use their tax know-how by offering tax-based strategies in addition to wealth management advice. 
The duo credited LPL's technology and financial strength as deciding factors in making the move. 
“We believe this new partnership puts us in a better position to assist with client requests and move the practice forward,” Zaleck said. "The industry is evolving quickly and we want to grow with a company that we have confidence in.”

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