Important questions to answer as you near retirement

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Michael Fidler, CFP®, CIMA®, CPWA® is a Senior Vice President – Wealth Management and Senior Portfolio Manager with UBS. Before entering the Wealth Management business in 1999, Michael worked as a CPA for a local accounting firm. He has a Bachelor degree in Finance from Rowan University and a Master of Science degree in Taxation and Financial Planning from Widener University. Michael is a non-practicing member of the AICPA and The New Jersey Society of Certified Public Accountants. He has over a decade of extensive experience in assisting high net worth individuals with their complex financial needs.

California Insurance License #0H84749

• Rowan University, Finance
• Widener University, Master of Science degree in Taxation and Financial Planning

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®

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Richard Hogan, CFP®, CIMA® is a Senior Vice President – Wealth Management and Senior Portfolio Manager with UBS. He entered the financial services industry in 1993 after receiving Bachelors degrees in Marketing and Business Administration from Cabrini College. He received his CFP® designation through the Certified Financial Planning Board of Standards and also achieved the CIMA® designation after completing course work at The Wharton School. His extensive experience in retirement planning and investment portfolio construction helps maintain a sense of order and calm during turbulent times.

• Cabrini College, Marketing and Business Administration

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®

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Christopher Criswell, CFP®, CIMA® is a First Vice President–Wealth Management and Senior Portfolio Manager with UBS. He achieved the CIMA® designation after completing course work at The Wharton School, and also received the CFP® designation through the Certified Financial Planning Board of Standards. Before becoming a Financial Advisor, Christopher worked as a senior accountant. He has Bachelors degrees in Accounting and Finance from Rutgers University. Christopher designs detailed financial plans for his clients, taking into account personal considerations that may impact their planning decisions.

• Rutgers University, Accounting and Finance

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®

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Daniel Meehan, CFP®, CPWA® is a Vice President–Wealth Management and Senior Portfolio Manager with UBS. Dan received the CFP® designation through the Certified Financial Planning Board of Standards and has a Bachelors degree in Finance from Rowan University. Dan creates comprehensive plans taking into account each client’s whole financial position. After completing the requirements to obtain the Certified Private Wealth Advisor® designation, Dan has acquired extensive knowledge in areas including but not limited to, retirement, investment, estate, and social security planning which he uses to guide his clients and get them on the path to attaining their goals.

• Rowan University, Finance

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®

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In today's economy, good financial advice is critical. That’s why it’s important to work with a dedicated Financial Advisor committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to me about how I can help you embrace your financial future with confidence.

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Cathleen Bassetti is a Wealth Management Associate with the Fidler Hogan Criswell Meehan Group. Cathleen has a Bachelor of Science degree in Finance with Honors from Thomas Edison State University. She has worked as an Operations Manager and Branch Administration Manager and brings more than 25 years of financial industry experience to the team. Cathleen completed the Wealth Planning Financial Goal Analysis training and the Cannon High Net Worth professional development at UBS. She holds series 7, 66, 8, 9, and 3 licenses and provides professional support to the team and their clients.

• Thomas Edison State University, B.S. Finance with Honors

Anita Batot is a Senior Client Service Associate with the Fidler Hogan Criswell Meehan Group. For over a decade, she has been assisting clients by providing full administrative and operational support. Anita communicates regularly with clients and is available to assist with many questions on items such as monthly statements, monthly distributions, paperwork, internet access and many other non-investment related matters. Anita’s extensive knowledge of procedures and industry rules and regulations make her a valuable asset to the team and their clients.