Broker Check

Get To Know Us

Our team can help you prepare for your financial future and take you step-by-step through the financial planning process.

Talk to a Representative Today

Leaders

John F. Bucsek

Certified Financial Planner™ Professional, Chief Operating Officer

732-623-6550

jbucsek@financialguide.com

“I am the world’s oldest Millennial”, John says jokingly because he enjoys working with young professionals. The Nex|Gen brand is about building the next generation of financial professionals. With his years of industry involvement, he recognizes that client’s financial needs continue to grow, and different generations of consumers require a different approach to financial advice. Having his own kids in this age group sparks his desire to continue teaching the fundamentals of proper planning, combining that with the advances of technology provides him to give his clients the best of both worlds.

Fun Facts

Recent Book They've Written

"The Team Game"

iPhone or Android?

John is iPhone

How Long Were You Partners For

20 Years and Counting

Our Differences

John Loves Video Games and Making Homemade Pasta and Pies

Bellaria Jimenez

MBA, CFP®, CLU®, CDFA®, ChFC® Certified Financial Planner™ Professional, President and General Agent

732-623-7887

bjimenez@financialguide.com

The birth of NexGen, “what if we had a team of financial professionals dedicated to working with other young professionals seeking financial advice?” Our NexGen team provides that experience. Our financial professionals are young advisors that are seeking a meaningful career in financial services and want to make a difference in people’s lives. I personally experienced the benefits of this career through teaching others financial education and applying it to my personal life. It brings me so much joy to mentor advisors and see them reach levels of success they didn’t think possible.

Fun Facts

Recent Book They've Written

"The Team Game"

iPhone or Android?

Bell is Android

How Long Were You Partners For

20 Years and Counting

Our Differences

Bell Loves Being Outdoors Tending to her Farm Animals

Jatil Kodati

Senior Partner

(732) 623-7858

jkodati@nexgenfinancialgroup.com

Jatil Kodati offers you a total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Fun Facts

My Dream Vacation

Driving on the Autobahn

Most Important Thing

His Custom Mustang GT

Favorite Sports Team

Eagles

Number of Places Traveled

15 States, 12 Countries and Counting.
Top 3 Countries:
Germany
Italy
Netherlands

Alexa Tambasco

Case Design Consultant

(732) 623-7598

atambasco@financialguide.com

Alexa is a Case Design Consultant, who is here to help our team in any way possible. She is driven by the success of everyone in the firm. With her help, your goals of financial wellness are not far away!

Fun Facts

My Dream Vacation

Backpacking through Europe

iPhone or Android?

Android

Favorite Sports Team

Eagles

Favorite Artist

Harry Styles

Amber Rodriguez

Financial Services Representative

(732) 623-7874

arodriguez@nexgenfinancialgroup.com

Amber Rodriguez's life revolves around her family, friends, studies, career, and personal ambitions. She is dedicated, driven, and eager to accomplish all her goals in order to make a change and leave her mark. Amber will always ensure her client’s best interest is in mind. She will do anything in her power to help her clients achieve their financial goals, and if needed extend her help to their life goals. In her spare time, she loves to spend time outdoors, reading, exercising and traveling because just like her many clients, she too is working to build her dream lifestyle.

Fun Facts

Health Goals

Amber recently transitioned to being a Pescatarian
and now is working on living a Vegan Lifestyle

Biggest Leap of Faith

A Spontaneous 19 Hour Road Trip to
Miami with my Friends.

 

Michael Rochford

Financial Services Representative

(732) 623-5599

MRochford@financialguide.com

Hi, my name is Michael Rochford. I am 32 years old. I was born and raised in Sayreville, NJ where I still currently live. I graduated from Kean University with a bachelor’s degree in Business Management. I am a huge sports fan with my favorite teams being the Jets, Mets, Knicks, and Rangers. I played baseball and basketball throughout my childhood and into my teenage years. I love to be outside, whether its exercising, being at the beach, or taking my dog for walks. I also enjoy attending sporting events, spending time with my family and going on hikes. I was a waiter at The Cheesecake Factory for 9 years before getting into the Finance Industry. I have always had a strong passion for finance and am very pleased to have the opportunity to work in the industry.

Fun Facts

Favorite Disney Movie

Hocus Pocus

Favorite Sports Team

Jets, Mets, Knicks and Rangers.

Favorite Song

"Show Me Love" by Robin S

David Grazi

Financial Services Representative

(732) 623-5559

dgrazi@nexgenfinancialgroup.com

If you’re reading this, you’ve come to the right place! Hi, my name is David Grazi and I am an educator on the NexGen Financial Group team. Fresh out of college, I knew that I belonged on a team of financial planners with one goal in mind: change peoples’ lives. With the help of my team and mentors around me, I am able to provide an impact on my clients’ lives that will last a lifetime. I am a sports fanatic, a music wackadoo, and an old soul at heart; in other words, we’ll have a lot to discuss outside of dollars and cents. Call me, and I will show you how a comprehensive understanding of your financial picture is the first step towards reaching your life and financial goals!

Fun Facts

My Dream Vacation

Colorado

iPhone or Android?

iPhone

Favorite Sports Team

NJ Devils

Favorite Musical Artist 

John Mayer

Thomas Bongiorni

Financial Advisor

(732) 623-7194

tbongiorni@Nexgenfinancialgroup.com

Tom sees the ability to guide his clients toward financial success as a gift. He commits to providing a top tier experience that puts his clients first. When Tom isn't working, he dedicates his time to family and friends. His beautiful wife and children are the driving force behind his motivation. His hobbies include sports and athletics, reading, and playing the drums.

Fun Facts

Favorite Movie

Anchorman 

Favorite Band 

Red Hot Chili Peppers

Favorite Sports Team

Yankees

Gabby Sena

Financial Professional

(732) 623-5700

GSena@financialguide.com

Hi, my name is Gabby. I am 23 years old and recently graduated from Loyola University Maryland with a degree in Finance and Information Systems. In my free time, I like to hang out with friends and family and go to the gym. I am excited to pursue this career in the finance industry because I want to be able to help people reach their financial goals and plan for the future.

Fun Facts

Favorite Place to Visit

Colorado

iPhone or Android?

iPhone

Favorite Sports Team

NJ Devils

Favorite Place to Visit 

The Beach

Meet Virtually with a<i>&#160;</i>Representative

Meet Virtually with a Representative

We make your own personal financial professional, as well as a team of business and legal experts, available to you virtually - from the comfort of your own home. Just click the button below to schedule a meeting with one of our representatives. 

Schedule a Virtual Meeting