Broker Check
Rivertan Financial Group, LLCDivider

575 Route 28 Suite 201
Raritan, NJ 08869
 
(908) 651-0063

Team

 

Ke M. Dao

President, Wealth Manager

Ke's consultative approach is to connect with clients on a personal level and communicate complex financial matters in a way that is easy for his clients to understand (continues ...)

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Jamie E. Fang

VP, Associate Wealth Management Advisor

Jamie’s responsibilities also include investment research, portfolio analysis, and the coordination and implementation of solutions (continues ...)

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Lana Moy

Associate Financial Advisor

Lana manages the day-to-day operations of Rivertan and ensures that we promptly follow through on the commitments we make to our clients (continues...)

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Dan Bardar

Operations Associate

Dan is also responsible for research, reporting analytics, and expediting the implementation of clients’ accounts (continues...)

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Helen works directly with our clients to develop and implement their wealth management solutions by providing customized advice based on each client’s specific financial goals and needs (continues...)

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