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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2019
- Office Locations
- 1
Office Locations
About Shore Financial Planning
Shore CPA & Financial Planning is a New Jersey firm serving small business owners and entrepreneurs with outsourced accounting—monthly bookkeeping, payroll, business/personal tax prep, and S-Corp setup/optimization—plus year-round CFO-style advisory and IRS representation. A CFP provides tax-efficient financial planning including retirement, investment guidance, and estate planning. Brokerage relationships include Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH EDWARD VECCHIO
Chief Compliance Officer, Managing Member, President
- CRD
- #2979722
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LUCAS RYAN CAREY
Financial Advisor, General Partner
- CRD
- #5789644
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,607,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,607,672 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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