About Faragi Group
A team dedicated to helping you design and live the retirement of your dreams.
CEO
Joseph Faragi
Balancing risk with return opportunity has been the driving force behind Mr. Faragi's successful career as an Investment Advisor, and separately, in selling insurance related financial products. He draws from a diverse set of skills cultivated over his career in the investment, financial and business arenas and distinguishes himself in identifying, analyzing, and valuing applicable financial or investment products for high net worth clients.
Driven by a strong entrepreneurial spirit and a passion for high-quality investment and financial products, Mr. Faragi is the CEO of Faragi Group Retirement Solutions LLC, an Investment Advisory firm, founded in 2011. There, he uses his financial acumen to develop an asset allocation model that incorporates hedging against inflation and adverse economic conditions. One of his strengths relates to his experience in recognizing unique market opportunities, especially during periods of disruption and change.
In addition to his Advisory business, Mr. Faragi is insurance licensed and applies his belief that people should secure at least a portion of their wealth with options that are geared to preserving their family's lifestyle after retirement and beyond.
Mr. Faragi has a Bachelor of Arts, with Honors and Distinction, from Monmouth University, and an MBA in finance from The University of Southampton. He currently resides in Lanoka Harbor, New Jersey, with his wife Carla, and their son Nicholas. Nearby to their son Luis and his wife Melissa in Little Egg Harbor, New Jersey.
Our Mission
At Faragi Group Retirement Solutions, we believe you deserve to live the retirement of your dreams. That's why we've dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
What Sets Us Apart
Independence
As an independent firm, we are free to recommend the best products for your unique situation — not products tied to any single company.
Personalization
Every client's retirement journey is different. We build custom strategies tailored to your specific goals, timeline, and risk tolerance.
Integrity
We operate with complete transparency and honesty, putting your financial well-being above all else.
Expertise
Decades of combined experience in investment advisory, insurance, and wealth management — all focused on retirement.
Meet the Full Team
Our dedicated team brings together decades of experience in financial planning, marketing, and client administration.
Ready to Start Your Retirement Journey?
Contact us today for a complimentary consultation and take the first step toward the retirement you deserve.
Schedule a Meeting