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Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Chad Goerner, NMLS # 2220716, Michael Gara, NMLS # 2220717, Bruce Berman, NMLS # 2227634, and Dustin J. Illgen, NMLS # 2228819 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Princeton Financial Partners

Phone: 609-608-1551

Chad Goerner, CFP®, CIMA®, CRPS®, CSRIC®

Managing Director - Financial Advisor,
Institutional Consulting Group,
Corporate Retirement Director

Cell: 640-208-1566

Michael Gara

Managing Director - Financial Advisor,
Senior Portfolio Manager

Cell: 609-937-1982

Bruce Berman, CRPC®

Senior Vice President - Financial Advisor

Cell: 609-937-1987

Dustin J. Illgen, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Cell: 640-208-1571

Michelle Holahan

Associate Vice President - Senior Investment Associate

Phone: 609-608-1558
Cell: 640-252-3085

Jessica Ovrutsky

Senior Business Associate

Phone: 609-608-1555

Claudia Peppard

Registered Client Associate

Phone: 609-608-1557
Cell: 640-252-3078

Michele A. Nitti

Senior Client Associate

Phone: 609-608-1556
Cell: 640-252-3081

Address

Princeton Nassau
90 Nassau Street, 5th Floor
Princeton, NJ 08542
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