ABOUT US
LEARN ABOUT DWORETSKY FINANCIAL
At Dworetsky Financial, we have built our business on the foundation of helping craft individualized and detailed plans, carving a pathway towards a confident future. We prioritize the time spent getting to know you- your needs, wants, and goals. We place emphasis on protecting the assets that you have worked a lifetime to acquire, in helping to provide for your retirement as you prepare for the next phase of life. Our Mission is to assist in creating a detailed financial plan for each of our clients. This plan will have a basis in income and protecting assets. We believe by doing proactive planning first; this will lay the foundation for a success, regardless of stock market volatility.
The team
MATTHEW DWORETSKY
Retirement Planning Specialist/Founder
- Matthew@dworetskyfinancial.com
As one of the top agents in the industry, Matthew has been honored with the Million Dollar Roundtable Award 4 years in a row, which is an award only given to the elite agents in the top 1% of the industry. With a background working as a National Sales Manager for Federal Benefits at One Life America, you are hard pressed to find someone with more experience helping you plan for the later years in life!
Matt has been helping clients maximize their retirement for 9 years by creating plans that are personal to each of his client’s goals. Whether you are a federal employee, small business owner, or any person looking to set up your retirement the right way, Matt is an agent that will help you create a legacy and plan for retirement pitfalls. Matthew’s job is to help you look forward and plan-ahead to cut future tax bills and avoid unwanted risks.
Matt is happily married to his wife Lin. Together, they have worked to make Dworetsky Financial a family atmosphere, viewing each one of their clients as a member of their family.
ROB JACOBS
Retirement Planning Specialist
- Robert.jacobs@corecapinv.com
Rob Jacobs Sr. was born in 1951 on Staten Island, NY. After graduating from Msgr. Farrell High School as a member of the National Honor Society he continued his education at the College of Staten Island. In 1983 Rob and his family moved to New Jersey where he has resided since. He began his career on Wall Street in 1969 and rose to the rank of founding partner at Galway Securities, a New York Stock Exchange member firm.
After the events of 9-11-2001 Rob transitioned to the insurance industry, bringing with him extensive knowledge of the stock market and the inherent risks and rewards involved. Rob is an Investment Advisor Representative with CoreCap Advisors, LLC, and uses his decades of financial service experience to educate clients on ways to protect their assets, reduce taxes and provide more income over their lifetimes.
Rob is a military veteran having served in the New York Army National Guard, being honorably discharged as a Non-Commissioned Officer. He is a proud supporter of the Wounded Warrior Project in honor of his son Rob Jr., a disabled combat veteran. Rob is also a long time contributor and supporter of Covenant House. Rob and Karen have been married for 50 years with three children and thirteen grandchildren.
Rob Jacobs is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Dworetsky Financial and CoreCap Advisors are separate and unaffiliated entities.
patrick shin, ESQ.
Estate & Tax Planning Specialist
- Robert.jacobs@corecapinv.com
Patrick Shin specializes in the areas of Individual and Business Tax Planning and Trusts and Estates Administration. He counsels high net worth individuals with entrepreneurial businesses in the use of tax saving vehicles, while implementing the client’s goals. He regularly meets with members of the financial industry and lectures on new tax developments and tax-savvy strategies. His extensive academic background combined with his prior experience in business and complex litigation has proven to be a valuable resource to his clients. Patrick Shin previously was an associate at one of New Jersey’s largest law firms.
Mr. Shin maintains strong ties to the community and is generous with his time and expertise.
Previous speaking engagements:
– Various medical societies: Chinese American Society of Anesthesiology; Korean-American Medical Association.
– Quarterly continuing education seminars for CPA’s and the financial industry including Prudential offices in Paramus, East Brunswick and Marlton NJ.
– Other nonprofit groups such as: parent teacher organizations, and churches.
Publications:
– Contributing Author, Estate Planning Strategies, Collective Wisdom, Proven Techniques, January 2009. This book is a collection of cutting edge strategies from prominent attorneys from across the nation.
– Co-author & speaker, NJ Trust Administration, September 2007, Lorman Educational Services continuing education seminar and materials.
– Co-author & speaker, NJ Tax Exempt Laws, February 2003, National Business Institute continuing education seminar and materials.
