Broker Check

Krietzberg Wealth Management Team

Curtis Krietzberg, CFA, MBA

Principal

(732) 383-2060

Curtis@KrietzbergWealth.com

Curtis Krietzberg, CFA, MBA, a comprehensive investment professional with close to 30 years of experience, works closely with wealthy individuals to help them achieve their financial goals. Curtis enhanced his investment expertise by...

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David Krietzberg, CFP®, MBA, CBEC®

Principal

(732) 383-2061

David@KrietzbergWealth.com

David Krietzberg, CFP®, MBA, CBEC®, a seasoned financial professional, helps private clients, business owners and non-profit organizations manage risk and preserve their wealth. David is a CERTIFIED FINANCIAL PLANNER™...

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John Kozey, CFA, MBA, AWMA

Portfolio Strategist

John Kozey is a highly-credentialed portfolio strategist with an MBA in Finance from Cornell University, and a bachelor’s degree in Computer Science and Economics, magna cum laude, from Wilkes University. He holds the Chartered...

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Frank Hackett, MBA

Senior Investment Associate

(732) 383-2065

Frank@Krietzbergwealth.com

Frank Hackett, MBA, joined the Krietzberg Wealth Management team in 2016, bringing with him more than 11 years of experience in the financial industry. He works closely with the Krietzbergs on the administration of client portfolios...

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Paul Stawinski, CLU, CFF

Wealth Advisor

Paul Stawinski, CLU, CFF, is a Wealth Advisor who provides his clients a values based approach to financial planning focusing on the unique aspirations of each invidivudal. Paul believes in thinking "outside of the box" and challenges...

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Tom Singleton, CLTC

Family Wealth Advisor

(201) 556-4614

(732) 383-2079

Tom@KrietzbergWealth.com

Tom has earned a CLTC, which stands for "Certified in Long-Term Care," a designation granted by the Corporation for Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the...
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Tricia Krietzberg, APR

Practice Manager

(732) 383-2062

trish@krietzbergwealth.com

As the Practice Manager for Krietzberg Wealth Management, Tricia calls upon her more than 25 years of management experience to provide leadership and support to the entire team. Though she had been actively involved since the company...

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Tara Ogurek

Client Service Specialist

732-383-2088

732-383-2079

Tara@KrietzbergWealth.com

Tara helps clients open new accounts, process required paperwork, and coordinate withdrawals and deposits, among other items. Tara joined the team in 2020 with nearly 20 years of experience in the financial industry working directly...
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Raphaella Eliseo

Client Service Specialist

732-383-2066

732-383-2079

Raphaella@KrietzbergWealth.com

Raphaella assists clients in many ways, namely with preparing and processing the required paperwork for insurance and annuities, and ensuring they are in good order. She also helps clients with a variety of other needs. Before joining...

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Arshdeep Kaur, MBA

Junior Investment Associate

(732) 383-2063

Arshdeep@KrietzbergWealth.com

Arshdeep Kaur, who has been with Krietzberg Wealth Management since 2017 when she was an undergraduate student, earned her M.B.A. in Finance at Fairleigh Dickinson University...

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Jacqueline Smith

Executive Assistant

732-383-2064

jacquie@krietzbergwealth.com

Jacqueline Smith, our Executive Assistant, works closely with our clients to schedule and confirm regular meetings with advisors, and provide quality client support in a number of ways. Jacquie joined the team in the spring of 2021,...
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