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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Anita D. Kuderna, BSN, RN

Executive Assistant

(848) 456-3067

(732) 544-2037

Anita.kuderna@planningalliance.com

Anita, wife to founder, Bryan Kuderna, has obviously been a key member of our team long before formalizing her role. She made it official by becoming Executive Assistant in January of 2019. She is a graduate of Kean University with...

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Bryan M. Kuderna, CFP®, RICP®, LUTCF

Founder

(848) 456-3057

bkuderna@planningalliance.com

Bryan M. Kuderna is a CERTIFIED FINANCIAL PLANNERTM, Retirement Income Certified Professional, Life Underwriter Training Council Fellow, and Investment Adviser Representative with Kuderna Financial Team. He is a perennial qualifier for...

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