Gilbert E. Moscatello CFP®, RHU, REBC, CPFA
Bachelor of Science in Business Administration
The College of New Jersey
Million Dollar Round Table
Gil joined Allied Wealth Partners* in 1997 after earning his Bachelor of Science degree in Business Administration from The College of New Jersey. Gil has achieved the professional designations of Certified Financial Planner and Certified Plan Fiduciary Advisor.
While working with various individuals and business owners, Gil takes great pride in helping retirement plan sponsors manage the ever-increasing roles and responsibilities that are put onto them. Gil can utilize his expertise to advise and work hand in hand with retirement plan sponsors to ensure their participant's needs are taken care of.
Gil was recognized by Allied Wealth Partners for his excellence in financial services, first by receiving the Rookie of the Year Award in 1997 and then the Jack Langdon New Advisor of the Year Award in 2001. He is a seven-time qualifier for the President's Club. In addition to his role as Financial Advisor, Gil Moscatello is a Partner and serves on the Firm's Investment Committee.
Gil has achieved the Court of the Table and Top of the Table level with the Million Dollar Round Table. Achieving Court of the Table status places Gil among professionals in the global life insurance and financial services industry. Driven by ethics, knowledge, service, and productivity standards, the Million Dollar Round Table (MDRT) comprises the world's life insurance and financial service professionals.
In addition to his involvement in these professional associations, Gil is a member of the Financial Educators Network. As an instructor, Gil routinely provides education for pre-retirees on issues they will encounter before, during, and after retirement. Gil also believes in volunteering. He serves on the Firm Advisory Board and supports the Whippany Rotary Club, the Alumni Association of the College of New Jersey, Blink Now, and the PG Chambers School.
Gil resides in Flanders, New Jersey, with his wife, Becky, and their children, Anthony, Juliana, and Dominic.
Allied Wealth Partners is a comprehensive financial services firm located in northern New Jersey. The Firm's areas of expertise include life, disability, health, and long-term care insurance; investment strategies and proper asset allocation; comprehensive financial planning; estate planning strategies and techniques; tax deferral techniques; business and succession strategies; and education funding. The Firm handles these financial issues for individuals, executives, and business owners.
*formerly Langdon Ford Financial
Gilbert E. Moscatello is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.