"Commit your actions to the Lord and your plans will succeed." Proverbs 16:3
Al Soricelli believes financial planning is about more than money. It is about helping people gain the confidence to make informed decisions, navigate life's transitions, and pursue the future they envision for themselves and their families. Since 1993, he has dedicated his career to helping professionals, business owners, individuals, and families build confidence in their financial futures through comprehensive wealth management and financial planning.
Al believes the transition into retirement should be lived with the highest degree of confidence and zero regrets.
He is passionate about working with individuals within five years of retirement, during retirement, and beyond who are ready to make work optional and thoughtfully shape what comes next. He builds lasting relationships and takes the time to understand what matters most because no two lives or paths forward are the same.
Drawing on more than three decades of experience, Al develops personalized financial strategies designed to help clients navigate the uncertainties and "what ifs" that can create stress and keep them awake at night. Through a relationship driven and holistic planning process, he helps clients align their financial decisions with their values, goals, and vision for the future.
Through that understanding, Al guides each client with personalized strategies for retirement planning, retirement income planning, wealth preservation, risk management, tax efficient planning, and life beyond work so they can move forward with clarity, purpose, and a deep sense of reassurance. Whether the goal is retirement readiness, multigenerational wealth accumulation, protecting assets, or creating a lasting legacy, every strategy is tailored to the unique needs of the individual and family.
As a member of Equitable Advisors' Private Client Group, Al and his team combine a thoughtful, educational approach with practical financial guidance designed to help clients make confident decisions through every stage of life. While no one can predict the future, Al believes preparation creates opportunity and peace of mind.
Al is a graduate of Seton Hall University and the Stillman School of Business, Class of 1986. He furthered his education through executive programs at The Wharton School of the University of Pennsylvania and the Columbia Coaching Center of Excellence at Teachers College, Columbia University.
Committed to delivering the highest standard of service, Al has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These advanced credentials support his expertise in comprehensive financial planning, retirement income strategies, investment management, estate planning, and wealth preservation.
Above all else, Al believes financial planning is about people. Success is measured not only by financial outcomes but by the confidence, clarity, and peace of mind his clients experience as they move through life's most important transitions.
As he often says, "My goal is to make a positive difference in every life I touch."
His currency is impact, making a radically positive difference in the lives of his clients as they step into their next chapter with confidence, purpose, and fulfillment.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements