Principals of Local Investment Advisory Firm Join Shapiro Financial Security Group
William C. Stratton and James D. Jackson, principal owners of Nova Financial Consulting, LLC, Manasquan, recently joined the Shapiro Financial Security Group, Hazlet, N.J., a tax, financial planning, and investment advisory firm.
Before joining Shapiro Financial Security Group, William Stratton, Avon, was a founding partner of Nova Financial Consulting. Prior to that, he had been a financial advisor with American Express Financial Advisors, and held various positions in finance and engineering with Verizon and Bell Communications Research. Stratton currently serves as Government Relations director of the New Jersey Chapter of the Financial Planning Association. He is a past recipient of the Financial Planning Association of NJ (FPANJ®) Distinguished Service Award and the National FPA’s Heart of Financial Planning Distinguished Service Award. He is also past president of the Estate and Financial Planning Council of Central New Jersey.
Active in civic affairs, Stratton serves as a trustee and past treasurer of the Toms River Student Loan Fund, a trustee and past chairman of the Eastern Monmouth Area Chamber of Commerce Educational Foundation, and a trustee of the Avon-by-the-Sea Library. He received a B.S. in Engineering Technology and an M.B.A. in Management at Fairleigh Dickinson University. Stratton earned a certificate in Financial Planning from the College of Financial Planning and a certificate in Philanthropic and Fundraising Administration from New York University.
James Jackson, Manasquan, who was associated with several financial firms, specializes in providing investment management and estate planning services. Before joining Nova Financial Consulting as a partner, Jackson received a B.S. in Military Science and Engineering from the U.S. Military Academy, West Point, N.Y. After completing his military service, Jackson had a career in telecommunication with Verizon where he held various executive positions in operations and human resources.
Jackson holds professional designations as a Certified Financial Planner™ (CFP®) and Chartered Mutual Fund Consultant (CMFC), and New Jersey Life and Health licenses. He is a member of the Estate and Financial Planning Council of Central N.J. He is a member of the Board of Governors for the West Point Society of N.J. and is the statewide coordinator for the Eisenhower Leadership of Character award for high school juniors. Jackson received a M.B.A. from Rutgers, The State University, Newark, N.J.
Kenneth B. Shapiro, President of Shapiro Financial Security Group, Inc in Hazlet, N.J., said, “I am pleased to welcome our newest members because they possess a high degree of professionalism and experience in financial planning, which will prove valuable in servicing our firm’s strategic planning and investment committees.”
About Shapiro Financial Security Group: Founded in 1982, Shapiro Financial Security Group, Inc (SFSG), 1 Bethany Rd, Building 6, Suite 90, Hazlet, N.J., specializes in providing individualized tax, financial planning, and investment services to pre-retirement and retirement aged clients, in New Jersey and throughout the United States. Staffed by CPA’s and Certified Financial Planners®, SFSG places a high priority on client education, including alternatives for developing prudent and tax efficient planning strategies. SFSG does not receive commissions or sell any investment products. Visit SFSG at www.ShapiroFSG.com or call 732-739-8991 for more information.