Neil Sacks

Principal & Founder

Phone: (732) 326-5602
Fax: 732-596-9303
E-mail: nsacks@sacks-associates.com

Neil Sacks is Principal and Founder of Sacks & Associates, LLC. He established the firm in 2008 after ten years as a Co-Founder and Senior Manager of the financial planning firm Gitterman & Sacks, LLC, where he contributed to the growth of the firm.  With 30 years of Financial Planning and Portfolio Management experience, Neil’s prior positions as a Financial Planner/ Investment Advisor include AXA Equitable, LF Rothchild Unterberg and Tobin, and Bache Halsey Stuart.  He also has experience as a clearing broker from DLJ Pershing.  Neil is a graduate of Monmouth University, with a BS in Accounting, and a minor in Economics.  His licenses include Life and Health Insurance, as well as FINRA Series 7, 24, 63, and 65.  Neil also holds the designation of Accredited Asset Management Specialist (AAMS).