Martin V. Higgins, CFP, CLU, AEP
Martin V. Higgins is founder of Family Wealth Management LLC, a fee-based financial planning and wealth management firm. He specializes in providing tax-efficient strategies for preserving and growing family wealth.
Marty is a Certified Financial Planner (CFP)™ practitioner and past President of both the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSJ). He is a member of the FPA (Financial Planning Association), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP). Marty is a Paladin Registry Five Star Advisor and in 2002 was inducted into Research Magazine’s Advisor Hall of Fame, recognizing excellence in the profession.
And if that’s not enough, Marty has just earned another designation: CHFC (Chartered Financial Consultant) through The American College. He was also recognized by the Million Dollar Roundtable as a Top Of The Table Producer. Less than 1/10th of 1% of the world’s insurance producers earn that award annually.
Marty is co-author of three books, Dream, Inc., which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. He has also contributed to Dan Kennedy’s book The Ultimate Success Secret and in 2009 he published Promises Kept, 12 true short stories of how wise financial planning with a trusted advisor prior to an unforeseen tragedy made a significant impact in the lives of 12 families. He has been a featured speaker throughout the country and overseas for many industries and company training programs. Marty also regularly contributes to various industry magazines and local media.
His securities registration includes, Series 6, 63 and 65 held with Mutual of Omaha Investor Services and Insurance Licenses for Life, Health, Disability and Long Term Care.
Marty has lived in the South Jersey region all his life. He, his wife Terri, and their three children share the love of travel, local culture, and sports activities, including golf, baseball, lacrosse and hockey.
Kenneth J. Cappelli, AIF
Ken Cappelli is a Financial Advisor at Family Wealth Management LLC, a fee based Financial Planning and Wealth Management Firm. He specializes in 401k and 457 Pension Plan Due Diligence, Fiduciary Consulting and Plan Selection for companies and their employees.
Ken has earned his Accredited Investment Fiduciary Designation from Fi360 an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making process of fiduciaries. The AIF Designation signifies knowledge of fiduciary responsibilities and the ability to implement policies and procedures.
His securities registration includes, Series 7, 62, 63, 65 held with Mutual of Omaha Investor Services and Insurance Licenses for Life, Health, Disability and Long Term Care.
Ken and his wife Natalie live in Mount Laurel, NJ with their daughter Julianna.
Cindy Levicoff, Relationship Manager
Cindy oversees the client relations and new business areas. With a background in banking, cash and service management, she uses her areas of expertise to coordinate our clients’ needs as they relate to our business partners. She is licensed in Life & Health in the state of New Jersey and has her Series 6 & 63 designations.
In addition, Cindy is a “sports mom” to her active 15 year old & her 20 year old son attends the University of Delaware. She also enjoys a strong and unconditional bond with her large extended family.
Laura (Higgins) Stupar, Para-Planner
Laura Higgins graduated from Pennsylvania State University with a Bachelor’s Degree in Communications, as well as, a Minor in Sociology. Laura is licensed for Life & Health Insurance in the state of New Jersey and she has her Series 6 & 63 designations and is a Certified Para Planner.
Laura is also a former Division One Lacrosse player from Penn State. She enjoys physical fitness, traveling and Philadelphia sports teams. She currently resides in Burlington, NJ with her husband Jonathan.
Danielle DiOrio, Strategic Assistant
Danielle DiOrio graduated from Rowan University with a Bachelor’s Degree in Liberal Studies specializing in Business Marketing and Sociology. Her knowledge and experience in the service industry help her coordinate client relations with each of our experts, as well as managing the daily work flow of the office.
Danielle comes from a very close family and values the unique bond that she has with her twin sister. She also enjoys traveling, attending sporting events, and being around family and friends.
