The People Who Do the Planning
Comfortably Professional Financial Advisors Working For Your Success
Tranquilli Financial Advisor is built around a team of independent financial professionals who collaborate on behalf of each client. You won’t see us all in one office, but you’ll feel the support of every person working behind the scenes. Everyone here is focused on the same thing: making your financial life more manageable, organized, and purposeful.
Louis Tranquilli
Owner, Financial Advisor
Sue Chesney, CFP®
Certified Financial Planner
Jenner Preston
Associate Advisor
David Platt
Client Service Team
Stephanie Platt
Client Service Team
Bertha Robinson
Team Building Expert
Our Story
Built on Relationships, Guided by Service
Tranquilli Financial Advisor grew from a desire to create a firm that truly puts clients first. Since starting the firm in 2002 and becoming an RIA (Registered Investment Advisor) in 2018, we’ve grown from a local practice in Clinton, NJ to working with families across the country—people looking for thoughtful planning without pretense.
We’re a fee-based firm, which means we don’t sell products and we don’t answer to quotas. Our only job is helping you make the most of your financial life. That’s how it should be.
What we believe
People over
Process
We build workflows that reflect our values: comfort, professionalism, responsiveness.
Little Things are Big Things
We make the call. We remember what matters to you.
Tech Should Serve, not Replace
From YouTube videos to links to our calendars, our technology helps us stay personal.
The Tranquilli Investment Philosophy
How We’re Investing
We believe in diversified strategies and deep due diligence.
Every investment firm we work with has been thoroughly vetted over time. We partner with managers who:
- Help protect client assets
- Stick to their process in good and bad markets
- Offer something different from the others
How Do You Get the Most out of Life with the Money You Have?
That’s the question we ask with every client. Some are closing businesses, some are taking sabbaticals, some are helping aging parents or setting up trusts for grandkids. We listen, organize, and move things forward.
If our approach resonates, we’d love to learn more about your story.