Broker Check

Deborah Cangelosi

Client Services Associate

(201) 427-2555

Frank Cangelosi, Jr

President & CEO

(973) 427-2555

(973) 427-5263

Frank@Cangelosiwealth.com

Frank has had a wonderful career as a wealth manager spanning more than three decades. He has helped families in guiding them to an understanding of the importance of saving on a regular basis, with the use of sound, prudent investment vehicles. Frank believes that each client deserves his highest level of professionalism, accountability, and integrity.

During this time, Frank has also trained numerous wealth planners in developing broad-based financial strategies to help meet their clients’ financial needs.

He is a strong advocate of realizing that wealth planning is an ongoing process affected by market conditions and various stages of a client’s life.  Mindful of this, Frank consistently takes advantage of market strength and weakness, viewing these as opportunities to review client portfolios to work toward wealth growth as well as seek wealth preservation.

Frank has been a wealth manager his entire career. He has held many executive positions and has been recognized as a top advisor every year for the last eight consecutive years at the Genworth Financial Investment Services and LPL Financial.

Frank is humbled each year when he attends the national conference.  Investment planners from many states approach him and say, if it weren’t for him, they would not be in the financial industry. Frank commented, “The gratitude and respect they show me truly makes me realize the impact I have had on many representatives and their respective clients’ lives.  To say the least, it makes me very proud of my achievements as a financial professional in our industry.”

Frank is a member of The North Haledon Education Foundation which raises money for the local schools. He is a founding member of Coaches 4 A Cause which is a charity organization that raises money for local recreation coaches.

He also is an original member of The North Haledon 5K run which raises money for the local Elementary schools each year.

Frank married his wife Deborah in 1997 and they have three beautiful daughters.  Frank has coached all three girls in the North Haledon Recreation League’s basketball, soccer, and softball programs for over ten years. He is a lifelong New Jersey native, and he is very proud of it.

“The only place I want to be when I am not running my financial services practice is with my family. They are my world.”

Frank’s professional registrations are currently held with LPL Financial and include:

  • General Securities Principal Series 24
  • Series 65 
  • Series 7
  • Series 6
  • Series 63
  • Life Insurance License

Frank’s professional awards include:

  • 2012 Cetera President’s Council  *Firm awards based on production
  • 2013 Cetera Executive Council  *Firm awards based on production
  • 2014 Cetera President’s Council  * Firm awards based on production
  • 2018 Cetera President’s Council  *Firm awards based on production
  • 2019 Cetera President’s Council  *Firm awards based on production
  • 2020 Cetera President’s Council  *Firm awards based on production
  • 2021 NJ 5 Star Wealth Manager  *see below for disclosure 

Email Frank Cangelosi at Frank@Cangelosiwealth.com .

 

 

Maria Cangelosi

Client Care & Marketing

(973) 427-2555

(973) 427-5263

maria@cangelosiwealth.com

Maria Cangelosi is the Client Care and Marketing representative. She currently attends Fairfield University as an Accounting & Management major in the Dolan School of Business.


Roseann Puzo

Client Services Representative

(973) 427-2555

(973) 427-5263

roseann.puzo@cangelosiwealth.com

Roseann Puzo is the Client Services Representative. She holds a Bachelor of Arts degree from Montclair State University and has a passion for people and helping others. Her background is in finance, as she has spent several years with Automatic Data Processing (ADP). While at ADP, Roseann worked with retirement plans within the North Jersey region, where she helped especially with 401k plans. 

 

Aside from her work in finance, she is fluent in Italian and Spanish, and has spent time as an actress with features in shows including Billions, Blue Bloods, and Succession.

Ryan Hulsebos

Client Care and New Business Representative

(973) 427-2555

(973) 427-5263

ryan.hulsebos@cangelosiwealth.com

Ryan Hulsebos is the Client Care and New Business Representative. He graduated from the University of South Carolina with a Bachelor of Arts in Mass Communications in 2022. He joins us from the team at Northwestern Mutual where he worked as a licensed Life and Health Insurance representative.

In his free time, Ryan enjoys wakeboarding with his younger brother, Jack, and cheering on his New York Yankees and New York football Giants.

Fun fact: Ryan has a background in play-by-play sports announcing for live sporting events at USC, and he broadcasted the first live high school lacrosse game in the state of South Carolina on the local FOX station (Columbia SC).

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

 *Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report).

Five Star Wealth Manaager:  Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2021 Five Star Wealth Managers.