Broker Check
Conor J. Egan, CFP®, ChFC®, CRPS®, MBA

Conor J. Egan, CFP®, ChFC®, CRPS®, MBA

Partner & Financial Planner

Areas of Focus

  • Comprehensive financial planning
  • Investment management
  • Retirement planning
  • Education funding strategies
  • Estate planning
  • Life insurance
  • Disability insurance
  • Long-term care planning
  • Employee benefits
  • Executive benefits
  • Business continuation strategies
  • Auto & home insurance
  • Financial education

Designations

  • CFP® - Certified Financial Planner
  • ChFC® - Chartered Financial Consultant
  • CRPS® - Chartered Retirement Plans Specialist

Education

  • Monmouth University - West Long Branch, NJ - M.B.A.
  • Georgetown University - Washington, DC - B.A.
  • Christian Brothers Academy - Lincroft, NJ

Licensing

  • FINRA Series 6, 7, 63, and 65 securities licensed
  • Life and health insurance licensed in multiple states
  • Property and casualty insurance licensed in multiple states
  • CA license #0M48193

Personal

  • Husband to Heather, father to Liam
  • Mentor with Big Brothers Big Sisters of Monmouth & Middlesex Counties
  • Mentor with Monmouth University Leon Hess Business School SEEMA Program
  • Resides in Neptune, NJ