Ethan H. Saidel, CFP®

Wealth Consultant & Founder

With over 20 years of experience in the financial services industry, Ethan is the founder of a well-established wealth management practice partnering with LPL Financial.

His experience and knowledge includes comprehensive financial planning, portfolio optimization, applying income and asset preservation strategies, and retirement plan design.

Originally from Cleveland Ohio, Ethan moved to New Jersey in 2000, where he started his career at a Nasdaq trading subsidiary of Merrill Lynch in Jersey City. In 2006, he earned the professional designation of CERTIFIED FINANCIAL PLANNER™. Prior to joining LPL, Ethan spent 11 years with JP Morgan Securities LLC.

Ethan’s success stems from his ability to understand his clients’ needs and poise them for optimal financial health. He believes having a customized financial plan can help give people the confidence to pursue whatever it is that’s truly important to them.

One of the reasons Ethan became interested in the financial services industry was a lesson he was taught by his father. Ethan’s Dad had invested money periodically into mutual funds within custodial accounts for Ethan and his brother through the 80s and 90s. His intention was to keep his son’s student loan obligations low by using the custodial funds to help pay for college expenses. To his surprise, the strong growth of the mutual funds covered the entire cost of college for both boys. Ethan’s father revealed this during his last semester of college. This was when Ethan first realized the power that investments and financial planning can have in improving one’s life. He then set out to help people pursue similar success by helping put their money to work for them.

Ethan lives in Livingston NJ with his wife and two sons. He enjoys traveling and watching his children play competitive sports.

Phone (201) 639-7628
Fax (973) 369-7996