732 Financial

732 Financial is a Financial Planner in Toms River, NJ, located at 70 E Water St STE 5B. The firm provides customized wealth management and retirement solutions to individuals and families on the Jersey Shore. Core services include financial planning, investing, workplace benefits, and risk management. The practice offers detailed guidance across life stages, covering student loan reviews, budget analysis, inheritance planning, FIRE strategies, education fund planning, equity compensation analysis, tax and trust strategies, real estate portfolio reviews, and wealth transfer plans. The business holds a 5.00 rating based on customer reviews.

Founder and Financial Planner Brandon Zisa brings over 10 years of experience to the firm, with a background at TD Bank, Voya, and Vestwell, where he served as an early employee and first client success hire. He focuses on workplace savings plans, financial planning, and cash flow analysis. Jorge Landauro, the Head of Client Experience, has over a decade of experience in fintech, banking, and education, including roles at Vestwell, Citi, Santander, and JPMorgan Chase. He previously taught English as a Second Language in Peru. The team emphasizes personalized approaches, financial education, and long-term relationships built on open communication.

The firm's approach addresses financial needs at different life stages. For clients in their early years, services include student loan reviews, budget analysis, and education fund planning. Mid-year strategies involve reviewing employee stock options, real estate portfolios, and healthcare liabilities. For those in their later years, the firm assists with Social Security and Medicare reviews, estate planning, and wealth transfer. The team provides ongoing support through annual reviews of portfolios, debt management, and risk analysis.

732 Financial combines personalized financial planning with local expertise to help Jersey Shore residents achieve their financial goals.

The office sits on East Water Street, just a short walk from the Barnegat Bay Maritime Museum and the Toms River Seaport Society.

BizScoreAI gives the site a Technical score of 86 out of 100, ensuring the website is secure and readable for search engines. It also earns a Discoverability score of 75 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants.