Broker Check

Our Team

Linda Farinola
CFA, CFP©, EA

President

(609) 275-9009

(609) 275-3705

LindaF@pfg-planning.com

Linda founded PFG - Financial Planning & Management formerly called Sound Financial Solutions, Inc. in 1996 with a philosophy that everyone should have access to independent expert financial advice regardless of the size of their paycheck or bank balance.  Linda delivers Wall Street knowledge and market savvy to Main Street with over thirty years of national and international financial services industry experience.  This experience along with an ongoing commitment to lifelong learning and the ability to listen objectively enable Linda to offer a wealth of knowledge to her clients.

Linda has a BS in Accounting from Penn State and a MBA with finance concentration from Rutgers University.   She is active in her local and professional community.  Linda lives with her family in Robbinsville, New Jersey.

Jim Colitsas
CPA

Partner

(609) 275-9009

(609) 275-3705

JColitsas@tcacpa.com

A lifelong New Jerseyan, Jim began his career with Ernst & Young, LLP in Manhattan. While at Ernst & Young, Jim was part of the Entrepreneurial Services Department where he worked primarily with companies looking to launch initial public offerings (IPOs), companies that had just gone public and large privately- held companies.

Jim focuses most of his time at the firm on tax, business and financial planning, as well as special projects for our clients. In addition to being a CPA, Jim is a Registered Investment Advisor, and QuickBooks ProAdvisor. His professional memberships include the American Institute of Certified Public Accountants, National Association of Tax Preparers, New Jersey Society of CPAs and the Princeton Chamber of Commerce.

When he is not working, Jim enjoys spending time with his wife, Maya, and their two kids, Tommy and Bella. He is a proud alumnus of Rutgers University, where he received both his undergraduate degree and his MBA, and, most importantly, met his wife.

Bryan Katz
CFP®, ChFC®, CLU®, CASL®, RICP®

Senior Financial Advisor

609-275-9009

609-275-3705

bryank@pfg-planning.com

Bryan brings over 20 years of financial services experience to the Princeton Financial Group. Upon graduation he joined Wall Street where he spent 15 years in institutional equity investing. There he worked closely with portfolio managers at major institutions helping them invest in publicly traded companies.  In 2012, Bryan joined Northwestern Mutual shifting his focus to helping families and small business owners.

As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning.  He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth.

Bryan graduated from the University of Delaware earning a B.S. in Business Administration with a Finance Concentration.  He lives in West Windsor, NJ with his wife and 2 daughters.  When not backstage working one of his daughters’ many shows, Bryan enjoys living an active lifestyle playing basketball and obstacle course racing.

Jill Katz

Operations and Marketing

609-275-9009

609-275-3705

jillk@pfg-planning.com

Jill has been an administrative assistant in the financial services industry for 5 years. Prior to that she was an elementary school teacher in third grade and special education classrooms. Although very different fields, Jill likes to use her teaching background to help clients understand any questions they may have and uses her organizational skills for an efficient client experience.

Jill focuses much of her time on the insurance platform coordinating applications, underwriting and post approval implementation. She is excited to be a part of the Princeton Financial Group where she will work closely with clients to ensure their insurance application process is as easy as possible.

When not in the office, Jill is a mother to two wonderful kids and serves on a board of a local theater company where her free time is spent producing, stage managing or artistically painting sets for shows.

 

 

Nancy Polanco

Operations

609-275-9009

nancyp@pfg-planning.com

Nancy is our Investment Advisory Associate.  She has 10+ years working in the banking and finance industry and has held several financial and professional licenses. She has worked as a Small Business Specialist, Licensed Relationship Banker and most recently working as a Mortgage Originator.  She is furthering her financial knowledge by going back to college and pursuing a second degree in business and finance.

As an Investment Advisory Associate Nancy will be monitoring the investment platform for all our clients.  She will also be assisting with investment operations and client meetings as well as taking on the role as one of our client support advisors.

Nancy has 2 small children, who keep her busy and well entertained. She is an avid reader and spends her free time reading on her kindle.