James is a LPL Registered Principal and the founder of James J. Varaklis & Company, an independent boutique financial services and insurance consulting firm, established October 5, 1990. A practicing 19 year veteran, James makes his home in Clinton Township, New Jersey and his offices are located in nearby Lebanon, New Jersey.
James works in the areas of retirement, financial, business, and estate planning and his clients consist primarily of corporate executives, retirees, small to mid-sized corporations, their owners, families, key employees, and other high net worth individuals. He serves clients primarily on the East Coast but can represent clients in any state.
Education:
- B.Sc. - Fairleigh Dickinson University, Madison, NJ
- Certified Financial Planning (CFP) Program, Fairleigh Dickinson University, Madison, NJ
Licensing:
- Series 6 - Investment Company, Variable Contracts Representative
- Series 66 - Combination of Series 63 (Blue-Sky License) and Series 65 (Investment Advisers License)
- Series 7 - General Securities License, Registered Stockbroker
- Series 31 - Futures Managed Funds License
- Series 24 - Registered Principal, General Securities Principal
- Life, Health and Accident, and Property and Casualty Insurance Licenses
Sarah leads the Employee Benefit Division of our business as our Client Relationship Manager. Sarah started with the firm on a part time basis in 1997 has been in a full time capacity for over 7 years. Prior to that, Sarah gained 3 years of 401(k) experience working at Merrill Lynch in the Retirement Plan Services Department.
She graduated from Rutgers University with a bachelor’s degree in Communication and is a licensed Life and Health Insurance Producer.
Sarah and her husband are the proud parents of a little baby boy.
Ginger has her NASD/NYSE Series 7, Blue Sky State Law Series 63 and Investment Advisor Series 66 Registrations, as well as extensive training in Trusts and Estates.
She is married to her wonderful husband, Warren, and has one son and daughter-in-law with two beautiful grandchildren.
She joined our firm in July of 2005.
Nicole is our Executive Assistant and Client Relationship Manager and has been with our firm for 3 years. Nicole comes to us with a diverse background as an administrative assistant in the fields of manufacturing, finance, and medical administration.
Nicole graduated from DeSales University with a bachelor’s degree in Communications/Management and also has an associate’s degree in Office Administration. Nicole is presently studying for her Series 6 license and hopes to attain an MBA in the future.
In her spare time Nicole enjoys spending time with her fiancè Wade and their families.
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