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Featured Business Financial Advisor in Westfield, NJ
Westfield Financial Advisors
Forza Investment Advisory, LLC
123 Hamilton Ave
Westfield, NJ 07090
“Our Goal is Strengthening Our Clients' Financial Lives”
Advisor Profile
Robert Centrella, CFA®
Name:  Robert Centrella, CFA®
ADV Form II Link:
www.forzainvestment.com/reso...

About Forza Investment Advisory, LLC

Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm based in Westfield, NJ, that provides fee-only investment advisory and professional money management services to private clients and select institutions with investable assets greater than $500,000.

Our goal is to create and maintain wealth for our clients through a comprehensive investment planning approach. We differentiate ourselves by managing money in-house using an investment approach developed from 22+ years experience as an institutional and private-client portfolio manager. We deliver a combination of professional money management and personal service that is usually unavailable to individual investors and small institutions.

We provide our services to individuals, families, small businesses and other institutions. Our services include: - Investment Strategy and Implementation - Investment Advisory - Separately Managed Accounts - Asset Allocation - Portfolio Management - Retirement Planning - Savings Plans - Other Investment Planning.

We provide professional investment management and financial advisory services for many types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans...

We also offer a Free Financial Consult to allow you to get to know us better. Call us at 908-344-9790 to setup an appointment.
We are licensed in NJ and can operate in all states.
 

General Information

Foreign Languages Serviced:    Basic Italian
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    2010-Present,President,Forza Investment Advisory;1996-2009 Managing Director, MacKay Shields, LLC; 1994-1996, Portfolio Manager, Gibraltar Advisors, NY;1992-1994 Portfolio Manager, Foxhall Investment Management, Washington DC; 1991-1992 Senior Financial Analyst, Federal Natl Mortgage Association;1987-1991, Planning Officer, First American Bankshares
Years of Experience in Financial Services:    27
Name of Custodial Firm:    Scottrade
Number of Years with Current Firm:    5
States Willing to do Business in:    all
States Licensed in:    NJ
Firm CRD#:    155164
CRD#:    1288968
Gender:    Male
 

Education

Academic Background
 
MBA Finance, George Mason University; BS Accounting, University of Scranton; CFA, CFA Institute
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Westfield UNICO
Financial Organization Memberships:    CFA Institute; NYSSA; Amer Assn of Indiv Investor
Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
 

Firm Information

Advisor's Number of Managed Clients:    25+
Advisor's Number of Clients:    25+
Assets Managed by Advisor:    >$25,000,000
Assets Managed by Firm:    >$25,000,000
Firm's Number of Managed Clients:    >25
Firm's Number of Clients:    >25
 

Compliance

Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
Additional Details on Charges:    Billed quarterly as % of Assets
Fee % Based on Assets:    schedule
Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
 
 
 

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