Credentials

Neil K. Piper CFS, CSA          

Neil K. Piper is a noted independent financial advisor and has been assisting people with their planning needs for over twenty years.  He graduated Magna cum Laude from California State University with a BA in Humanities.  Neil began his career as an account executive with Dean Witter Reynolds in 1984.  He currently holds the following licenses: Securities 7, 24, 63 and Life, Health, and Disability insurance.  Neil was a member of the Presidents Club with American Capital Corporation from 1992-1997.  Neil also served on the Advisory Council with VESTAX Securities Corporation from 1998-2002.

Neil is a Certified Fund Specialist (CFS) and Certified Senior Advisor (CSA). He was co-host of the Saturday morning radio show "Senior Money Talk" and was featured on the weekend edition of "You and Your Money" on Central Jersey WCTC 1450 AM.  In addition, Neil has served as a member of the Estate & Financial Planning Council of Central Jersey. He is a volunteer on the Monmouth County Muscular Dystrophy Association Gala Committee, which raises funds for ALS research.  In 2004 Neil presented a check, along with Phil Villiapiano, Gala celebrity chairperson, on the Jerry Lewis Telethon for $372,965.00.  Married for twenty-four years, Neil and his wife have two children and he is a life-long resident of Ocean Township, New Jersey.

As a registered representative with INVEST Financial Corporation, Neil's primary office is located at 316 Broad Street in Red Bank, New Jersey.  In addition, Neil is a Financial Executive with Sun Financial Services, LLC located at Sun National Bank, 541 Sycamore Ave., Shrewsbury, New Jersey.