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AJ Proske Jr. CFP® AIF® CEPA®

AJ Proske Jr. CFP® AIF® CEPA®

Managing Partner/Financial Advisor

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About AJ

AJ grew up in Freehold, NJ, in a house where financial planning was an everyday phrase. His father is a financial advisor and has an independent practice. AJ’s passion for the industry grew under his father’s stewardship. This interest grew into a career as an independent financial advisor where he can educate and grow with his clients. AJ is driven by a passion for solving complex wealth building, wealth transfer, and tax planning issues. His focus is on helping individuals, families, and retirees.

When not in the office, AJ enjoys the beach, golf, and spending time with his dog Porter. He also is the Chairman of the University of South Carolina Alumni Association in Charleston. 

Credentials

AJ received a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Integrated Information Technology from the University of South Carolina. He is a Registered Representative and Investment Advisor Representative and holds  Series 7 and Series 66 securities registrations. He is a Certified Financial Planner™ professional, Accredited Investment Fiduciary™, Certified Exit Planning Advisor™ and has his Life, Accident, and Health licenses.