Account Center   Refer a Friend   Careers   Contact Us  
 
 
   


 
  • Harry J. Abrahamsen
    President
View profile on LinkedIn
Harry J. Abrahamsen, president of the Abrahamsen Financial Group, describes his 20-year business career as a process of "reinventing himself."

Harry received his Bachelor of Science in Marketing with a minor in Finance from the University of Tampa, Tampa, FL. After attending college Harry started and helped build a family business from the ground up. After 10 successful years, Harry sought a more challenging career path, and started a new business venture in the Printing Industry. As a result he was accepted into a Three Year Executive Entrepreneurial Leadership Program, “The Birthing of Giants”, at Massachusetts Institute of Technology, Cambridge, MA as one of the top 60 Entrepreneurs in the world. During this time he also served on the Board of Directors of the Young Entrepreneur’s Organization of New York. After September 11, Harry realized that it was time to start a business that would allow him to control his own destiny. Today, he helps his clients do the same.

A father of five and therefore a man familiar with change and planning, Harry has found his calling as a financial professional. He understands the necessity of crafting a financial strategy based upon wants, but tailored to account for the unexpected events of life.

Harry works strictly from referrals and through centers of influence, with professionals such as attorneys, accountants, bankers and business owners who are responsible, family-orientated, educated and open-minded. Harry’s clientele run the gamut on age and net worth but share one common objective: to receive expert advice from someone they trust about the best long and short-term uses for their assets. Harry’s objective? To over-deliver on their expectations.

What makes Harry’s company truly exceptional, though, is not the sales success and the career progression, but his newest achievements in this very competitive industry. He has recently received several industry honors as well as qualification for the Million Dollar Round Table, including being selected as one of the 10 most dependable Wealth Managers in the Mid-Atlantic published in the December issue of Forbes Magazine. He has been quoted in numerous national publications; Forbes, On Wall Street, Financial Planning, Bottom Line Personal, to name a few as well as a book inclusion “Using Other People's Money to Get Rich: Secrets, Techniques, and Strategies Investors Use Every Day Using OPM to Make Millions” Atlantic Publishing.

Harry, his wife Fiona and their five children reside in Rumson, New Jersey.

  • Marc B. Rock
    Financial Professional
View profile on LinkedIn

Marc B. Rock has always had a knack with numbers and a passion to help others. His foray into Finance came after he graduated from Clark University with his M.B.A in Finance and Accounting in 1993. He began his career trading at a small firm in Manhattan. He became a successful trader and manager and helped grow the firm to over 200 profitable traders within a few years. In 1999, Marc followed his entrepreneurial spirit and started and grew a proprietary trading business. Marc and his partners grew their firm to over 150 employees deploying over $100 million in trading capital. E*trade evaluated the success and growth of this business and purchased it in 2003.

As his family grew, Marc looked for more balance between business and family. He became involved with various real estate projects as well as working with closely held businesses using his expertise to help streamline their operations. He worked closely with individuals he knew to add value to many successful projects.

Marc has always taken his work to heart. In each project he takes on, he believes in what he does and always wants to share his success with others. His insight on how to teach others is keen and his desire for others to succeed is genuine. In both his personal and business life he strives for strategies where all interests are aligned and outcomes are mutually beneficial.

Marc currently resides in Westfield, New Jersey with his wife, Nicole and their three children, Matthew, Jacob and Allison.

  • Robert Klotz
    Financial Professional
View profile on LinkedIn

Robert Klotz has worked for several Fortune 500 companies as an Account Manager, overseeing and developing large companies, and saving on their daily operating and processing costs. He's won several awards for his successful implementation plans.

Over the past several years, Robert has been involved in capital venture projects with investors, helping them reach their full potential and goals. He also has a passion for Real Estate investing and is involved in projects in the United States as well as overseas.

Robert realized his true calling was in helping people reach their goals, whether they are financial or personal in nature. He believes in enhancing and simplifying the lives of his clients by providing a complete financial and life plan that is specific their goals and desires.

Robert resides in Old Bridge, New Jersey with his wife Carol.

  • Rick Le
    Financial Professional

Rick Le is the newest member of the Abrahamsen Financial Group family. He graduated from Harvard University in 1998 and spent two years playing professional soccer in Boston for the Cape Cod Crusaders. Afterward, he went to Wall Street where he became a successful trader and manager with a trading firm, which he helped grow. The firm was eventually bought by E*Trade in 2003. Soon afterward, he ventured on his own and began trading his own personal multimillion dollar account, consistently achieving double-digit returns from 2004-2009. While managing money and risk in his professional life, he realized a need to manage them in his personal life, especially with a family of five. The financial uncertainty of the past 10 years reinforced the need for strategic planning outside of rates of return. AFG recruited Rick to join our team of wealth professionals in order to help others be pro-active in their overall planning.

Rick and his wife, Jamie, currently reside in Hamilton, NJ with their three children, Serena, Brady and Kailyn.

  • Orly Tabak Germano
    Director of Business Development

Orly Tabak Germano has always been involved in the growth of the businesses in which she has worked, from inception to implementation. A Lehigh University Graduate, with areas of concentration in International Business & Asian Studies, minoring in Marketing, Orly's work ethic, determination and creativity has attributed to a plethora of experiences and success. These experiences have taught her the value and attributes of successful relationships, which she continues to perfect daily.

With an extensive background in Business Development and Sales & Marketing, Orly has spent a better part of her career cultivating strategic alliances via the CPA community. Her ability to build relationships with her partners is unmatched. Through her educational approach, Orly enjoys building businesses and helping them maximize their potential by providing resources, expertise and most importantly process. Her goal is to help her partners strengthen their relationships with their clients by educating and creating awareness about their total financial picture and helping these clients feel comfortable about every decision they make.

Orly's love of her family, life and her surroundings inspire those she encounters. Her ability to be positive and her passion for all that she contributes to, influences many to enjoy being around her and working with her. Orly resides in Monmouth County with her husband Jason, living only a few miles from all of her family.

  • Michele Duffy
    Executive Assistant to Harry J. Abrahamsen

Michele has 30 years of operations and business experience. Michele is responsible for the day-to-day operations of Abrahamsen Financial Group. She is in contact with all of our clients as well as coordinating Harry's schedule. Michele works closely with our entire underwriting and management team.

Michele's commitment to superior client service and her leadership skills ensures that the Abrahamsen Financial Group maintains the honor of being selected as one of the 10 Most Dependable Wealth Managers in the Mid-Atlantic published in Forbes Magazine. Michele has been with Harry for over 10 years.

Michele resides in Atlantic Highlands, New Jersey with her daughter, Briel.

  • Robert Del Gaudio
    Compliance Department

Rob is one of AFG's newest members. He came to them from The New York Stock Exchange, where his career spanned 26 years.

Rob currently works closely with their office to insure that they comply with FINRA and SEC regulations, and keeps all of their representatives current in all aspects of licensing.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, a registered broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Northeast Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

 
   
  Home  |  Contact Us
  Print this page © 2010 Abrahamsen Financial Group