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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-1998
- Office Locations
- 1
Office Locations
About Sterling Financial Planning INC
Sterling Financial Planning Inc is a Sparta, NJ-based advisory firm providing white-glove financial planning, wealth management, and retirement planning for mass-affluent households, with dedicated support for surviving spouses. The team builds personalized roadmaps and customized investment strategies focused on long-term goals, intentionally keeping a select client base to deliver high-touch service. Custody commonly via Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW JOSEPH HANNUM
Principal, Secretary
- CRD
- #4648935
- Ownership
- 25% but less than 50%
NICHOLAS ANTHONY NICOLETTE
Chief Compliance Officer, President, Principal
- CRD
- #1029894
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Cal Christopher Cacciaguida
Associate
- CRD
- #6690980
DEANNA IANNUZZI
Associate
- CRD
- #2113072
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $487,530,839 | $445,234 |
| Non-Discretionary | $273,232,004 | $502,265 |
| Total | $760,762,843 | $464,163 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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