Meet the Team

Our team at Spinelli Financial Advisors is always seeking ways to better serve you. We hold some of the most respected credentials in the industry and adhere strictly to the fiduciary standard of care.

Mark

Mark "George" Spinelli

CFA, CPA, CFP®

Founder and Chief Wealth Advisor

Mark@spinfa.com
(732) 564-9404

Amanda

Yiming "Amanda" Luo

CFA CPA, CFP®

Senior Wealth Advisor

Amanda@spinfa.com
(732) 564-9404

Dennis

Dennis Tan

CPA

Tax Specialist

Dennis@spinfa.com
(732) 564-9404

Bio

Bio

Bio


About Us

Family and People Oriented

Our goal is for all our clients to feel they are being treated like family, not only regarding trust over their assets, but also from the level of responsiveness, professionalism, and reliability that one would expect from those as dedicated and passionate about our work as we are.


High Standards

We are fee-only financial advisors and offer our services exclusively through in-house credentialed professionals adhering to the strictest fiduciary standard. We earn no commissions and have no motives or incentives other than providing the best solutions possible. All of our portfolios are managed on a per-client basis. Our success is tied directly to your success.

Bespoke Services

We choose to be selective about the number of clients we take on in order to devote the maximum time to providing the level of service our members deserve. We analyze every situation individually so that each member of our family receives services that are optimized for their needs. There is no such thing as a one-size-fits-all solution to us.


Contact Us

(732) 564-9404