Our Team

 

Dan Foran, CFP® , CFS®  - Wealth Advisor
Dan Foran, president and founder of Foran Financial Group, is a respected industry leader and educator with over 30 years of experience in financial management. He specializes in retirement planning and income distribution.

Dan earned his CERTIFIED FINANCIAL PLANNER™(CFP®) designation from the College for Financial Planning in 1987. He is also a Certified Fund Specialist (CFS®) and an active member of the Financial Planning Association (FPA). Dan has earned a membership in the LPL Financial Chairman’s Club as a result of his hard work and dedication on behalf of his clients.

A strong advocate for financial education, Dan believes it’s critical that clients fully understand the investment choices and strategies available to them. He is an instructorwith the Financial Educators Network, teaching Retirement Planning Today with a focus on Life Planning and Retirement Planning education. As an instructor of the Financial Educators Network, Dan has the support and resources of a network of instructors teaching classes through over 200 educational institutions nationwide.

Dan attended Hartwick College in New York after being awarded a four-year basketball scholarship.  During his college career, Dan lead his team to 4 consecutive NCAA Eastern Regionals and graduated with a Bachelor of Arts degree in Economics in 1979. He began his financial services career in 1982, the same year he and his wife Alix were married. They have two grown children, John and Jessica, who are both Wealth Advisors with Foran Financial Group, providing continuity for the firm’s clients across multiple generations.

When he’s not working or teaching, Dan enjoys spending time with his family, playing basketball, making wine, wind-surfing and reading. Much of his free time has been spent coaching school and community athletic programs, enabling him to combine a love of sports with his passion for community service.

Professional Designations & Memberships

  • Certified Financial PlannerTM(CFP®)
  • Certified Fund Specialist (CFS®)
  • Office of Supervisory Jurisdiction Manager
  • FINRA Series 7, 24, 31, and 63 registered financial professional with LPL Financial
  • LTC Specialist (long-term care insurance)
  • Instructor; Financial Educators Network
  • Member, Financial Planning Association (FPA)
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
  • Member, New Jersey Business and Industry Association (NJBIA)
  • Member, Financial Services Institute (FSI)  

Awards

Consumer Research Council of America, designated one of America’s Top Financial Planners, 2005-2011

  • LPL Financial Chairman’s Club Award Recipient, 2005-2011
  • LPL Financial Patriot’s Club Award Recipient, 1998-2004
  • FNIC President’s Council Award Recipient, 1992-1997
  • Chris Securities President’s Council Award Recipient, 1984-1992

Community Involvement

  • St. Anne’s of Raritan Athletic Board Member
  • St. Anne’s of Raritan Basketball Coach
  • AAU Elite Basketball Coach
  • ClintonTownshipTravel Basketball Coach
  • Community Athletics Baseball Coach
  • Community Athletics Soccer Coach
  • Community Athletics Basketball Coach
  • Financial sponsor to various charities

Jessica Foran, CFS®  - Wealth Advisor
Jess joined the team full-time in September 2010 as a wealth advisor, after working here part-time during her summers while in school.  Jess has her General Securities License and Uniform Combined State Law License, FINRA Series 7 and 66 through LPL Financial; respectively, as well as her insurance licenses for life health and annuity products.  She is a Certified Fund Specialist (CFS®) and is currently taking courses for the designation for Certified Financial Planner (CFP®).  Jess is a graduate of Moravian College where earned a Bachelor of Science degree in economics and played basketball.  She earned the honor of being accepted into the Omicron Delta Epsilon , Economic Society, during her senior year.  Jess was the 22nd woman at Moravian to score her 1000th point, and she holds the record for best free throw percentage for both men and women's basketball.  She enjoys running for the Shore AC running team and playing basketball. 


John Foran, CFS®  - Wealth Advisor 
John joined Foran Financial Group in September 2009 as a wealth manager assistant. In October 2010, he became a wealth advisor. However, he has been involved in the financial industry for several years, working at Foran Financial during the summer months while in school. John graduated Cum Laude in May 2008 from Washington & Jefferson College with a Bachelor’s degree in history and a minor in economics. At W&J he lettered all four years in lacrosse. He continued his academic career at Villanova University where he earned his Master’s in history in May 2010. John was inducted into the History Honor Society, Phi Alpha Theta, at both W&J and Villanova.   John obtained his Series 7 in the summer of 2008 and completed the Series 66 and Life and Health licenses in the summer of 2010 which are held through LPL Financial. He completed his Certified Fund Specialist designation (CFS® ) in the fall of 2010 and is currently taking courses for the designation of Certified Financial Planner (CFP® ). John is engaged to his longtime girlfriend from college, Staci.  They will be wed in August of 2012 in Pittsburgh, Pennsylvania.  During his free time, John enjoys reading, traveling, and spending time outdoor surfing, snowboarding, and hiking.

 
Jennifer Cerrat - Branch Operations Manager
Jennifer joined the Foran Financial Group in March 2002. Jennifer’s primary focus is on compliance throughout the office in the areas of licensing and continuing education as well as meeting other operational requirements. Jennifer helps in marketing and public relations areas as well. Jennifer graduated from Dominican College earning a B.S. in the area of Marketing. Prior to joining our team, Jennifer worked for a communications firm and Brother International Corporation. Jennifer has two daughters, and enjoys coaching, skiing, reading and spending time with her family at the beach.

Anne Kukoda - Client Service Associate
Anne has been with the Foran Financial Group since January 2007.  She works  in every aspect of our client service area.  She holds an Associate's Degree in Accounting and has previous experience working for a fund company prior to starting her family.  Anne is married and has two children, and she appreciates the time she spends with her family outside the office. 


Diane Zychlinski - Client Services Associate
Diane joined the Foran Financial Group in September 2007. Working part-time, she handles an assortment of client services and requests. Diane holds a B.A. in Economics from Rutgers University. Prior to her work at Foran Financial Group, Diane spent 10 years with AT&T/Lucent Technologies and several years in the education field. She and her husband, Walter, were married in April 1988, and have one daughter, Natalie. In her spare time, Diane manages her husband’s business and enjoys cooking and reading.