LEVERAGING

30 YEARS OF

EXPERIENCE

30 years of experience, 30 years of strong relationships. Our history
securing your future.

We Are Team Players

Steven I. Kolinsky, CLU, ChFC

Managing Member & Founder

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Jason M. Kolinsky, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

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David Ciano

Vice President of Investment Services

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David-GDavid G. Mowad, MST, EA

Investment Advisor Representative

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Maria Tringali

Director of Insurance Services

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Janine Kolinsky

Office Manager

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Kanika Brooks

Director of Retirement Plan Services

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Connie Poveromo

Executive Assistant

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Check the background of this firm on FINRA’s BrokerCheck.

Full Biography’s

Steven Kolinsky, CLU, ChFC

Managing Member & Founder
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Since 1982, Steven Kolinsky has provided thousands of clients with sound advice, investment guidance and counsel. His experience and knowledge has made him one of the top Financial Advisors in the country.

Throughout his 30 years, Kolinsky has worked with a diverse group of high net worth individuals, families, and business owners providing them with a variety of financial services and insurance solutions.

He is an Investment Advisor Representative for Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor. In addition, Steven is a Registered Representative with American Portfolios Financial Services, Inc., a Broker-Dealer in Holbrook, New York. Kolinsky has earned the distinguished Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.

Steven is a lifetime and qualifying member of the prestigious Million Dollar Round Table. In addition, his memberships include: American Association of Life Underwriters (AALU), National Association of Insurance and Financial Advisors (NAIFA) and Society of Financial Service Professionals (FSP). Kolinsky is also a past President of the UJA/Federation of Rockland County, New York.

A graduate of Pace University in Westchester, NY, Steven resides with his wife Janine, son Chad and their two rhodesian ridgebacks in Bergen County, NJ.


Jason M. Kolinsky, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional
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Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative and a Registered Principal with American Portfolios Financial Services, Inc. Jason obtained his Certified Financial Planner™ certification in 2012.

At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals.  In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC.

Jason is a member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA) and the Mahwah Chamber of Commerce. In his free time, Jason volunteers his expertise at Financial Planning Days, which are hosted by the Certified Financial Planner Board of Standards , Inc. Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors. Jason holds a B.S. in Business Administration (Finance concentration) from Ramapo College of New Jersey and resides in Bergen County.

Certified Financial Planner Board of Standards, Inc.® owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

David Ciano

Vice President of Investment Services
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David Ciano joined Kolinsky Financial Group Inc. in 1997 as Vice President of the Investment Division. He has constant contact with our clients and oversees their portfolios.

He is an Investment Advisor Representative for Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor. In addition, David is a Registered Representative with American Portfolios Financial Services, Inc., a Broker-Dealer in Holbrook, New York.  David is a licensed professional for investments and insurance in many states.

A graduate of Iona College in New Rochelle, NY, David earned a BBA in Finance. His former roles include Banking and Investment Consultant at Citibank then Financial Control Analyst at Donaldson, Lufkin & Jenrette.

David resides in Westchester County, NY with his wife and daughter.

 

David G. Mowad, MST, EA

Investment Advisor Representative
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David Mowad is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor. He joined the firm in 2016 and is a Registered Representative with American Portfolios Financial Services, Inc. David is also a Life Insurance Producer with Kolinsky Financial Group, Inc. David passed the Certified Financial Planner™ (CFP®)  exam in March 2015.

David is an associate member of the Greater New Jersey Estate Planning Council. He holds a B.S. in Business Administration (Finance concentration) from William Paterson University in Wayne, NJ. In addition, he holds a Master’s in Taxation (MST) from Northeastern University in Boston, MA. David is also an independent IRS Enrolled Agent (EA) and started a tax practice in 2013.

Since 2004 David has owned and operated a successful tiling business. David has worked with hundreds of customers in his career. His customers have often relied on him for advice and enjoy working with him.

David enjoys spending time with his family and friends. He has done extensive travel around the world as a student and later in life, backpacking through Europe, Egypt, Israel and Asia. As an exchange student he spent an entire year in China. He resides with his wife Joy and son Brian in Hawthorne, NJ.

Kanika Brooks

Director of Retirement Plan Services
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As Director of Retirement Plan Services at Kolinsky Wealth Management, Kanika administers clients’ 401(k), defined benefit, and defined contribution plans. She handles employee enrollment meetings, retirement plan reviews and ensures plan compliance.

Kanika graduated with a B.A. from Columbia University in the City of New York. She is a volunteer Big Sister with Big Brothers and Big Sisters of New York City and is on the board of directors for the Juanita James Memorial Scholarship Foundation.

Kanika currently resides in New York City.

Maria Tringali

Director of Insurance Services
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Maria joined Kolinsky Wealth Management, LLC in 2010 as the Director of Insurance bringing more than 20 years of experience in insurance and financial services. In that role, Maria works directly with clients to underwrite life, disability, and long term care insurance policies as well as service existing policies.

Prior to joining Kolinsky Wealth Management, LLC, Maria worked for a number of top tier insurance agencies and a third party marketing group that was a bridge between banks and insurance carriers.

A graduate of Mercy College with a degree in Business Administration, Maria resides in Pennsylvania with her husband and their dog Sasha.

Connie Poveromo

Executive Assistant
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Connie Poveromo joined Kolinsky Wealth Management in 2007 as the Executive Assistant to Steven Kolinsky. In that role, she assists Steven with client service, performs the role of office manager and is the first point of contact for many clients.

Connie has more than 25 years of experience in banking and the broader financial services industry. She resides in Passaic County, NJ with her two children.