Areas served
Financial planning in Piscataway, New Jersey
Piscataway is home to the Dare 2 Dream Institute, the nonprofit she founded to teach financial education to returning citizens and underserved communities — where a participant’s line, published on its own site, is that most of us are in here because of money.
Her documented ties to Piscataway, New Jersey
- The Dare 2 Dream Institute, which she founded, is based in Piscataway.
- Its published programs are the Financially Fit Bootcamp, You Are A Business, and Dream Academy.
- It provides financial education, business training and entrepreneurial support for returning citizens and underserved communities.
Every line above is drawn from her published properties. This page describes a connection to Piscataway, New Jersey — it does not claim an office there, and no business street address is published for Harvest Wealth Financial anywhere.
Supporting photography. Not a photograph of an office.
The credentials behind it
What she brings to a household in this area
CFP®
Certified Financial Planner
Designation earned October 2000, College for Financial Planning
Series 7, 63 & 65
Securities licenses
Held since entering the industry in 1991
Doctorate
Transformational Leadership, Boston University
Conferred with top honors; doctoral work in trauma-informed care
M.Div.
New Brunswick Theological Seminary
Magna Cum Laude
B.S.
Oral Roberts University
Cum Laude
Ordained
Senior Pastor, Micah 7 Ministries
Pastor since 2016
CFP Board
Center for Financial Planning Diversity Advisory Group
Also a member of the Investopedia Advisor Council
What she does
Published services
- 401(k)
- 403(b)
- 457(b)
- IRA
- Roth IRA
- Private Wealth Management
- Dorsey Wright & Associates
- Fidelity
- Charles Schwab
- AssetMark Trust
- Life Insurance
- Annuities
- Long Term Care
- Stocks
- Fixed Income
- Mutual Funds
- ETFs
- Statement Analysis
The engagement
Initial Planning Engagement — 60–90 days, $1,500 – $4,000 for the initial engagement, depending on complexity. Then ongoing financial planning & advice at $1,500 – $4,000 per year, based on complexity. Billed quarterly. The deliverable is a written Financial Freedom Roadmap.
Reach her
732-377-2024customerservice@harvestwealthfinancialusa.comSupervising home office: 125 Froehlich Farm Blvd, Woodbury, NY 11797
Who she works with
The groups she publishes work for
I am credentialed, I’m credible, and I’m called.
One free hour, wherever you are
The first conversation is free and lasts an hour. Bring the situation, not the spreadsheets.