Retirement Planning Specialist
Ellen joined Equitable Advisors in 1990.
Her Business Focus
o At Retirement Planning
o Estate Planning
o Financial and Estate Planning for same sex couples
Ellen is a Certified Financial Planner™ Professional* CPF® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification of requirements.
Ellen earned Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, PA.
Ellen was awarded Accredited Investment Fiduciary AIF® certification in 2017.
Ellen graduated from Rider University, Lawrenceville NJ in 1984 – Business Administration, Cum Laude.
Ellen is a Licensed Insurance Agent.
Ellen is a Member of MENSA.
Ellen received a Certificate in Retirement Planning from the Wharton School of Business, University of Pennsylvania.
Ellen was awarded the Pride Network Leadership Award in 2018.
Ellen was awarded the Equitable’s Darwin Davis Award for Cultural Leadership 2021.
Ellen resides in Livingston, NJ and Bradley Beach, NJ with her spouse Patti and Finn the beagle.
Ellen is a member of the elite producer group Diligence Financial Group, LLC.
Client Service Associate
Angelae Nunes is the client service associate for the Diligence Financial Group team. She is a graduate of Kean University and previously worked in operations at an NJ law firm prior to joining Diligence Financial Group in 2021. Angie was born in NJ, grew up in Europe and is fluent in English, Portuguese & Spanish.