Our Advisors

Charlie Daidone

Phone: (732) 528-3822
Email: cdaidone@investmentctr.com

Charlie Daidone started in the insurance industry in 1978 as an Agent/Representative for the Equitable Life Assurance Society of the U.S.  As a Sales Manager, Charlie earned the Equitable's National Citation Award for Management nine times and the Leader's Corps Award for Production five times. In addition, he earned the coveted National Sales Leader Award, placing first out of more than 1,800 Agents. Charlie founded the Cobalt Financial Service, a brokerage firm serving some 150 New Jersey Life Insurance Agents. Currently specializing in the small to mid-size business market, Charlie focuses on the sale of Life and Health Insurance on a consultative basis, with an emphasis on protection products for a wide range of needs. Charles lives in Brielle with his wife Toni and enjoys boating on Tiburon, their 46' Post Sportfisherman.

 

 

Marc Eisenberg, LUTC

Phone: (732) 528-3822
Email: meisenberg@investmentctr.com

Marc has an extensive background in his 20 years in the financial services industry. He has qualified for the prestigious Million Dollar Roundtable 16 times in his career*. Marc is focused on implementing sound financial concepts and strategies with individual's wealth and protection portfolios, as well as having an extensive background in employee benefits.

 

 

 

 

Deborah Casaccio

Phone: (732) 528-3822
Email: dcasaccio@investmentctr.com

Deborah Casaccio has been with Daidone Financial Partners, LLC for over 3 years. Prior to joining Daidone Financial, Debbie worked in New York City for several large corporations in Human Resources. Debbie's area of expertise was in the 401(k) and pension areas. Debbie was responsible for the administration, communication, annual audit of the 5500 forms and plan design of the 401(k) and pension plans as well as the Employee Assistance Program for those companies for whom she worked. Debbie holds a Master's Degree in Social Work Administration. Debbie also has a New Jersey Life and Health License.

 

 

 

 

Greg Ciongoli

Phone: (732) 528-3822
Email: gciongoli@investmentctr.com

Greg Ciongoli has been in the insurance business and financial services industry for twenty-three years.  He works with small to mid-sized companies, specializing in group medical insurance, supplemental benefits and 401(k) plans. Greg helps individuals with retirement strategies, life and disability income insurance and long-term care insurance.

 

 

 

 

Shieling Lim

Phone: (732) 528-3822
Email: sllim@investmentctr.com

Shieling Lim started his career 25 years ago as an agent for The Equitable Life Assurance Company.  Shieling's focus is and has been wealth accumulation and protection of his clients in the small to mid-size business market.  He continues to serve his clients as a Registered Representative here at Daidone Financial Partners, L.L.C.

 

 

 

 

Victor Rotonda

Phone: (732) 528-3822

Victor has been serving his clients' wealth protection interests with our Firm for 15 years.

He specializes in the individual and small to mid-size business market, with Life Insurance, Health Insurance, Disability  and Long Term Care Solutions.

Disclaimer:

Victor Rotonda is not a registered representative of The Investment Center, Inc. Non-Registered Insurance Products and services are provided by Victor Rotonda as a direct agent of those insurance companies. Such services are not affiliated with The Investment     Center, Inc.

 

 

 

 

 

 

 

*For more information about the Million Dollar Roundtable qualification requirements, please visit: www.mdrt.org/membership/membershiprequirements.asp