Our Team

 

Damien J. Paumi, CFP®, AIF® CRPC

Damien has been providing financial planning solutions since 2001. He specializes in advising individuals and professional service businesses on personal financial planning, retirement income, and estate planning and wealth preservation. Damien believes in being proactive and empowering individuals and business owners to better navigate their financial lives with his help, experience and knowledge. Damien is the former president of the Financial Planning Association of New Jersey and graduated from Leadership NJ in 2009. He frequently presents on topics such as current market trends, retirement plans and how to navigate through retirement. He is also a regular contributor to various…

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Diane DeOliveira, CFP®, AIF®, CRPS®

Diane has over 10 years of experience as a wealth management advisor. She takes a collaborative approach to working with clients by engaging them in insightful dialogue that leads to making important life decisions, setting financial goals and planning for their ideal future. Diane works with individuals, families and small businesses in the community to help them make smart and informed decisions about how to save, spend, invest, borrow and give. Her professional knowledge and experience helps simplify complicated financial situations, which ultimately allows her clients to plan for the future, while taking care of the present.   Diane believes in…

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Guy J. Fernald, ChFC®, CRPC®, AIF®

Guy specializes in providing financial planning solutions with a focus on the client/advisor relationship. Working as a fiduciary for his clients, Guy takes special care to work alongside them as they navigate towards their financial goals. He believes that clients who work with a trusted advisor who can help provide an understanding about their financial lives are better equipped to reach their goals. Guy utilizes a proactive approach in bringing his experience, knowledge, and dedication to enhance the client experience. Prior to joining Nisivoccia Wealth Advisors LLC, Guy worked to provide financial planning solutions for JPMorgan Chase, Private Client…

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Berge Avedisian

Berge has been a tax professional for more than 40 years. He specializes in trust and estate accounting, planning and administration. As President of Berge and Associates, Inc., he has worked with individuals, small businesses and tax-exempt organizations in planning and preparation of tax returns. He added wealth management to his practice in 1994 focusing on multi-generational financial planning. Berge served as President and Director of the Sorel Organization, a private foundation which helps in furthering the careers of talented individuals in field of classical and modern music. Berge maintains an office at 25 West 45th Street, Suite 504,…

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Bruce S. Hesse, CPA, PFS

Bruce Hesse is a certified public accountant (CPA) and a personal financial specialist (PFS). He has been a finance & tax professional for over 30 years, with a majority of that time spent at Johnson & Johnson. This gives Bruce an extensive background in restricted stock units (RSUs), stock options, CEC’s and their tax consequences, when it comes to retirement planning. He established his tax practice in 1980, adding financial planning and wealth management in 1995. Bruce is a member of the Financial Planning Association, the AICPA, and was the former director of the local chapter of the New…

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Mary Anne Bohlinger, CPA, CFP®

Mary Anne Bohlinger is a CPA and CFP® professional. She worked in public accounting and consulting for nine years following graduation and in 1991 established her tax practice in New Jersey. Mary Anne advises small business owners and is also focused on assisting individuals in transition: unemployment, retirement, divorce, death of a spouse or parental incapacity and the planning essential to address these challenging life changes. She is a member of the Financial Planning Association, the Financial Services Institute, and the National Association of Tax Professionals. Mary Anne is a graduate of the University of Washington with a BA…

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Stephen Galli, CFP®

Steve Galli is focused on investment strategy, asset allocation and wealth management. He has over 25 years of financial services experience serving both institutional and retail clients. Formerly an investment banker, he joined Solomon Brother’s MBA Associate program after completing his Master’s degree in Finance at New York University’s Stern School of Business in 1997. His diverse background includes positions at financial firms including Citigroup, Merrill Lynch (Hong Kong), Morgan Stanley Capital International, New York Life Insurance and Standard & Poor’s. Steve received his Bachelor’s degree from Colgate University in 1991. Steve maintains an office at 25 West 45th…

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