OUR TEAM

Our team of experienced industry veterans, with decades of experience in the financial services industry, provides families, high-net-worth individuals, corporations, endowments and foundations with trusted advice, personalized service and experienced decision-making

JOSH JALINSKI

PRESIDENT & FINANCIAL QUARTERBACK^TM

Josh Jalinski has been selected as a Five Star Wealth Manager in 2012, 2013, 2014, 2015, 2019, 2020, and 2021 He was named as an Advisor of the Year finalist (only 5 are selected each year in the country) by Senior Market Advisor August 2010 magazine, a leading financial industry publication. He has also been selected for the Top of the Million Dollar Round Table, an association of insurance financial professionals. Josh has attained elite status in the Top of the Table for eight years (only the top one-tenth of 1% make this category). Josh teaches people how they may be able to lower risk, minimize taxes, and maximize wealth! Josh is the host of the popular Financial Quarterback™
show heard every Saturday from 9am-11am on WOR News Talk Radio (NYC) 710 AM where he discusses investment strategies and various other crucial economic topics. He has been featured as an expert guest on numerous media sources including CNBC, Fox Business News, CBS News, Bloomberg and Newsy.

CHRIS MEYER

Vice President

Christopher W. Meyer graduated from LaSalle University and Christian Brothers Academy. He holds his series 7 and 66 licenses. Chris has spent over seven years working side-by-side Josh. After working for a non-profit, Chris became Josh’s right-hand man through hard work and dedication. As Josh says, “I have worked with and coached many elite advisors over the years, but Chris has been my protege. He has great work ethic, financial intelligence, and client care. Chris reminds me of myself in many ways and has become one of my most trusted business relationships. I couldn’t do what I do without him. I love Chris’ kindness, easy-going nature and self-control.” He is the Vice President of Wealth Quarterback LLC and Jalinski Advisory Group, Inc. He is married to his lovely wife Andrea. They reside in Monmouth County with their beloved dog.

PAUL MURPHY (CFP^®)

CFA, Chartered Financial Analyst

Attended Iona College, earned a BBA in Finance 1982. I applied myself to various analytical and supervisory roles over the next 25 years at several brokerage firms, investment funds, and hedge funds. My responsibilities were, performing security analysis and valuation, profit and covered were, investment s, public and private insurance, social security rules, tax laws, trusts, wealth transfer concepts, etc. I joined Jalinski Advisory Group after listening to Josh on the radio regularly. I left a multi-national insurance company to join Jalinski, because I feel my career goals are more aligned with Josh’s; that is, more independence on deciding financial solutions for our clients and employing a holistic, multi-faceted approach to financial security. Now, I consider myself “pro-individual”, that is, I live in Manhasset, on Long Island, with my wife Marilyn, and children Stephen and Anne, 15 and 14, and our dog Beji, a bichon-frise mix.

When you purchase the Retirement Reality Check it includes a Complimentary Financial Game Plan PLUS our new eBook- Financial Strategies for 2022.

Get a complimentary risk assessment with all book purchases! We can help you identify how much risk you’re taking with your current investments, and provide recommendations to help balance any instabilities.

Regardless of your age or geographic location, we are here to help!

Anyone and everyone needs a financial game plan so they can help maximize their wealth, reduce risk and protect their lifestyle when retirement does come around.

Fiduciary and Fee-Based Financial Plans Offered Through Wealth Quarterback, LLC Wealth Quarterback, LLC is a Registered Investment Advisor dedicated to helping clients maximize wealth and minimize factors such as taxes and undue risk. Our team of experienced industry veterans, with decades of experience in the financial services industry, provides families, high-net-worth individuals, corporations, endowments and foundations with trusted advice, personalized service and experienced decision-making.

Important Disclosure Information:
The book "Retirement Reality Check" is a product of Financial Quarterback Books LLC 1400 Hooper Ave Toms River NJ 08753

Copyright ©2011-2023 Jalinski Advisory Group, Inc., All rights reserved.
Advisory services through Wealth Quarterback, LLC(WQL) an SEC Registered Investment Advisor. Each recipient is limited to $1000 in total gifts during any calendar year. Insurance services offered through Jalinski Advisory Group, Inc. Investing may involve the risk of loss of capital and are not FDIC insured. Not a guarantee of any bank or governmental institution.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Wealth Quarterback, LLC (“Wealth Quarterback”) does not serve as an attorney, accountant, or insurance agent. Wealth Quarterback does not prepare estate-planning documents or tax returns, nor does it sell insurance products. As disclosed on its written disclosure Brochure, certain representatives of Wealth Quarterback, in their individual capacities, are licensed insurance agents with Wealth Quarterback’s affiliated insurance agency, Jalinski Advisory Group, Inc. Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealth Quarterback, is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of Wealth Quarterback, by any of its clients. Chief Compliance Officer remains available to address any additional information or questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. Please contact our compliance team at compliance@wealthquarterback.com