Sterling Financial Planning Inc

Cal Cacciaguida is a CFP® professional with seven years of experience in financial advising. He is currently with Sterling Financial Planning Inc, where he has worked since 2023. His prior experience includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, trusts, and estates. The firm offers portfolio management and retirement plan consulting, tailoring investment programs using a mix of fundamental and technical analysis across various securities.

Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.

Ross Weiner is a CFP® professional with 17 years of industry experience. He has been with Sterling Financial Group since 2007. Sterling Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $672 million and employs a tailored investment approach using mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Nicholas Nicolette is a CFP® professional with over 21 years of industry experience. He has been with Sterling Financial Planning Inc. and Sterling Financial Group, Inc. since 1992 and has been self-employed since 1982. Sterling Financial Planning serves individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and leverages institutional research and technology from major custodians such as Schwab and Fidelity.

Glen Thomas is a CFA® charterholder with 19 years of industry experience. He has been with Sterling Financial Planning Inc and Sterling Financial Group, Inc. since 2001. Sterling Financial Planning serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting under ERISA. The firm manages approximately $672 million across client accounts and employs a mix of fundamental and technical analysis with various investment strategies.

Deanna Iannuzzi is a financial advisor at Sterling Financial Planning Inc with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Financial Group since 2002. Outside of her advisory role, she works as an independent sales representative for Avon Products. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of investment strategies across mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Richard Sanchez is a financial advisor at Sterling Financial Planning Inc with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America Advisors, Kestra Advisory Services, and Avantax Advisory Services. Sanchez is based in Sparta, NJ, and is part of a seven-advisor team. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and typically uses major custodians like Schwab and Fidelity to support its clients’ objectives.

Constance Millahn is a CFP® with 11 years of industry experience, currently serving as an advisor at Sterling Financial Planning Inc since 2017. She previously worked at RBC Capital Markets and LPL Financial, LLC. Sterling Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $672 million and employs a tailored investment approach using mutual funds, ETFs, and individual securities, supported by institutional research and technology.