AEPG® Wealth Strategies Welcomes New Vice President, Financial Life Planning!

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AEPG® Wealth Strategies is proud to announce and welcomes Joseph Gaj to our firm.

AEPG® Wealth Strategies is proud to announce and welcomes Joseph Gaj to our firm. Joe will be responsible for working with individuals, families and businesses to help provide them with comprehensive insurance and financial life planning solutions.

Chris Schiffer, COO stated, “Joe is an excellent addition to AEPG’s team of experts. He has a depth of experience and knowledge of insurance, risk management and financial life planning. Joe will prove to be a great resource for our clients.”

Joe Gaj takes great pride in providing expert advice to individuals regarding their life, disability income and long term care insurances. He provides comprehensive planning to a wide variety of clients including, medical professionals, corporate executives and private business owners. In this complex and fast-changing financial landscape, Joe believes in providing ongoing education to his clients, keeping them well-informed and prepared for life’s sudden changes.

Where insurance planning is a sprint, wealth accumulation and retirement planning is a marathon that takes both discipline and endurance. Joe believes a successful financial plan is built on a strong foundation of protection through life, disability and long-term care insurance planning.

From start-ups to growth and maturity, and eventually the business sale, Joe enjoys helping privately held businesses in all the stages. His advice includes properly drafted and funded buy-sell agreements, key employee retention, pension planning to reduce income taxes and business succession planning.

Joe earned his Bachelors of Science in Economics from the University of Pennsylvania’s prestigious Wharton School of Business. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Joe is constantly advancing his education in insurance and financial planning and is currently pursuing his Certified Financial Planner (CFP) designation. He enjoys providing seminars to business owners and has conducted continuing education seminars for CPAs and other professionals. Joe maintains his life and health insurance license with several states.

Currently a Board Member for the Wharton Club of New Jersey, Joe is also Chairman of the Wharton Leads Council and Trustee of his homeowner’s association. Past leadership roles include, Chairman of the Young Professionals Group of Greater Monmouth Chamber of Commerce, Past-President of Business Networking International group and has served on several non-profit committees. Joe enjoys golf, football, reading and outdoor activities with his wife and three children.

Joe Gaj can be reached at: jgaj(at)aepg(dot)com, (908) 821-9774.

About AEPG® Wealth Strategies:
For over 33 years, the clients of AEPG® Wealth Strategies have benefited from personalized, comprehensive wealth management and financial advisory services. Our services to individuals, business owners, physicians and corporations include: group and individual insurance, financial life planning, investment management, 401(k) and retirement plan solutions, employee health benefits, and estate planning.

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David Novak
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