Our Qualifications

Ernest L. Camilleri, ChFC®, CLU®

 

Providing Personalized Service and Attention

You need a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you - not just as another account - but someone who "connects" with you.  Our goal is to form a long-term relationship by working one-on-one with you to help you discover and define your personal goals, and then to devise a plan that will help you achieve them.  It is this close relationship that help sets us apart from the large investment, insurance, and banking organizations.

We are dedicated to developing lasting relationships with all our clients.  We believe in helping you assess your financial goals and participate in the management of your finances.  One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.  We're looking forward to using our expertise to help you pursue your financial goals.

We believe that you are far more likely to achieve your financial objectives with the assistance of sound professional advice, discipline, and a clear financial plan.  This begins with your financial advisor.

 

Ernest L. Camilleri, ChFC®, CLU®

Ernest L. Camilleri founded the Camilleri Financial Group, an independent financial planning/investment management firm, in 1987.  He has worked extensively in the field of financial management since 1980.  He received his Bachelor of Business Administration degree from Seton Hall University in 1977.  Ernest is securities licensed; he holds his Series 7 General Securities Representative and Series 63 Uniform Securities Agent State Law Examination licenses.  He is a Registered Representative of The Investment Center, Inc. and an Investment Advisor Representative of IC Advisory Services, Inc., located in Bedminster, NJ.  Ernest also holds his State of New Jersey Insurance Producer License with the authorities of Life, Health, and Variable Insurance.  He is named as a Five Star Wealth Manager for providing exceptional service to his clients.
 
Ernest has studied under the professional designation programs of The American College, earning both the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations in 1994.  He was awarded the designation of Registered Financial Consultant (RFC) by the International Association of Registered Financial Consultants in 1988.  Ernest is a member of the Society of Financial Services Professionals since 1990, and a continuing Qualifying Member of PACE, the American Society of CLU® and ChFC®'s Professional Achievement in Continuing Education Program - maintaining ongoing professional studies in the areas of asset management, taxation, investments, business continuation, retirement planning, elder planning, estate planning, and risk management.
 
Managing a lifetime of earnings and personal resources requires careful, meticulous planning.  Ernest has been helping families develop financial and investment plans since 1987.  He specializes in providing objective, unbiased, and creative solutions for families regarding their investment management and financial planning needs.  His goal is to become the primary counsel for his clients on all aspects of their financial life.  Most of all, Ernest maintains a high level of motivation and passion for helping others to achieve their best.
 

 "Our professional business reputation depends upon our client's trust and confidence.  That is why we fully subscribe to the Code of Ethics of The American Society of CLU® & ChFC® and pledge our personal and professional integrity to our clients."

                                                                               - Ernest L. Camilleri, ChFC®, CLU®