Paige P. Metzger, CFP® 

Professional Profile

PROFESSIONAL PROFILE

Our Philiosophy
Benefiting from the lessons history has taught about the importance of properly managing risk, The Cardinali Group adheres to a disciplined, proactive, consultative risk management process. This process delivers a consistent yet customized financial advisory experience.

Our Approach
Prior to offering any strategies, the team considers the various aspects of your life, taking the time to fully understand who you are and what matters most to you as an individual, an investor and/or a business professional. With this knowledge, the team is able to help you establish realistic objectives, develop an appropriate strategy and only then recommend strategies that draw upon the breadth, depth, and resources of the Merrill Lynch/Bank of America partnership. Emphasizing tax efficient retirement income planning as well as legacy and philanthropic planning, The Cardinali Group will partner with your other trusted advisors (CPA’s, Attorney’s, etc) to coordinate all aspects of your financial life.

Furthermore, in order to provide exceptional service the team will conduct regular reviews with you to help monitor your progress toward reaching your goals. Consequently, we will work to keep your strategies consistent with any changes that may take place in your life and/or business, and adjust your plan accordingly.

Richard Cardinali has been in the financial services industry since 1997 and specializes in providing holistic wealth management advice and services to families, individuals and businesses. Beginning with Bank of America, Rich and the Team transitioned to Merrill Lynch in 2008. Rich has been recognized as a member of Merrill Lynch’s esteemed Chairman’s Club. In addition, with his breadth of knowledge and experience, Rich has been selected as a member of the working group that is establishing the strategies for enhancing the Retirement Group. A native of New York City, he obtained his B.A. degree from Bucknell University and lives with his wife and three children in New Jersey.

Paige Metzger has been in the financial services industry for over 20 years. A third generation Wall Street professional, Paige brings a distinctive level of knowledge to the team. As a Certified Financial Planner™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Paige adheres to a commitment to ethics for clients. Paige’s focus is on asset allocation modeling, portfolio construction and manager due-diligence. Her responsibilities include performance reviews and tactical and strategic portfolio manager changes. Originally from New York City, Paige now calls New Jersey home and lives there with her husband and two children.

Jacqueline Bartels obtained her B.A degree from Caldwell College and has over 24 years of experience in both banking and investments. In 2003, Jacqueline joined the Cardinali Group as a Registered Senior Client Associate. Jacqueline’s primary responsibilities are business management, client communication, marketing and team development. Jacqueline lives with her husband and two children in New Jersey.

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