michael@commoninterestsfinancial.com' src='' attachment='' attachment_size='' src_dynamic='' description='' img_copyright='' image_size='no scaling' image_width='' border='' border_width='' border_width_sync='true' border_color='' border_radius='' border_radius_sync='true' size-name='' av-desktop-font-size-name='' av-medium-font-size-name='' av-small-font-size-name='' av-mini-font-size-name='' size-job='' av-desktop-font-size-job='' av-medium-font-size-job='' av-small-font-size-job='' av-mini-font-size-job='' size-description='' av-desktop-font-size-description='' av-medium-font-size-description='' av-small-font-size-description='' av-mini-font-size-description='' font_color='' custom_title='' custom_job='' custom_content='' custom_icon='' custom_icon_hover='' img_copyright_font='' av-desktop-font-img_copyright_font='' av-medium-font-img_copyright_font='' av-small-font-img_copyright_font='' av-mini-font-img_copyright_font='' img_copyright_color='' img_copyright_bg='' img_scrset='' lazy_loading='disabled' id='' custom_class='' template_class='' av_uid='av-m3391u2p' sc_version='1.0' admin_preview_bg=''] [av_team_icon title='' link='mailto:max@commoninterests.com?Subject=From%20your%20website" target="_top"' link_target='' icon='ue805' font='entypo-fontello' av_uid='av-42zocq' sc_version='1.0'] [av_team_icon title='' link='https://www.linkedin.com/in/maxmintz/' link_target='_blank' icon='ue8fd' font='entypo-fontello' av_uid='av-30nczu' sc_version='1.0'] [/av_team_member] [av_toggle_container faq_markup='' initial='0' mode='accordion' sort='' styling='av-minimal-toggle' colors='' font_color='' background_color='' border_color='' toggle_icon_color='' colors_current='' font_color_current='' toggle_icon_color_current='' background_current='' background_color_current='' background_gradient_current_direction='vertical' background_gradient_current_color1='' background_gradient_current_color2='' background_gradient_current_color3='' hover_colors='' hover_font_color='' hover_background_color='' hover_toggle_icon_color='' size-toggle='' av-desktop-font-size-toggle='' av-medium-font-size-toggle='' av-small-font-size-toggle='' av-mini-font-size-toggle='' size-content='' av-desktop-font-size-content='' av-medium-font-size-content='' av-small-font-size-content='' av-mini-font-size-content='' heading_tag='' heading_class='' alb_description='' id='' custom_class='' template_class='' av_uid='av-m3yw606j' sc_version='1.0' admin_preview_bg=''] [av_toggle title='Michael brings a wealth of experience and a passion for sustainable and impact-focused investing to his role as Associate Advisor at Common Interests Financial. With an MBA in Sustainable Finance and Impact Investing from Bard College and a Bachelor of Science in Economics, complemented by a minor in Systems Engineering from the U.S. Military Academy at West Point, Michael’s educational background underscores his analytical rigor and commitment to creating financial strategies with purpose.
Click here to check Michael’s background on FINRA’s BrokerCheck' title_open='' tags='' title_pos='' slide_speed='' custom_id='' aria_collapsed='' aria_expanded='' av_uid='av-m3yw5xcx' sc_version='1.0'] Michael has cultivated a diverse professional portfolio, serving as a Financial Paraplanner, Client Success Manager, and Financial Planning Analyst. His expertise in sustainable and ESG investing enables him to design tailored financial plans that align clients' values with their financial goals. Licensed and certified as a FINRA Series 7 and Series 66 holder, New York State Life, Health and Accident insurance, Accredited Portfolio Management Advisor, and Certified Sustainable Finance Analyst, Michael ensures his clients benefit from a holistic, informed approach to financial planning. Outside of work, Michael is an active leader in his community, serving as a Tiger Den Leader for his son's Boy Scout den or t-ball coach. He enjoys hiking in the beautiful Hudson Valley of New York, woodworking and spending time with his family at Army football tailgates. [/av_toggle] [/av_toggle_container] [/av_one_half][av_one_third first min_height='' vertical_alignment='' space='' custom_margin='' margin='0px' padding='0px' border='' border_color='' radius='0px' background_color='' src='' background_position='top left' background_repeat='no-repeat' animation='' mobile_breaking='' mobile_display='' av_uid='av-14h48qi'] [av_image src='https://www.commoninterests.com/wp-content/uploads/2022/12/Ruth.jpg' attachment='8245' attachment_size='full' copyright='' caption='' image_size='' styling='circle' box_shadow='none' box_shadow_width='10' box_shadow_color='' align='center' font_size='' overlay_opacity='0.4' overlay_color='#000000' overlay_text_color='#ffffff' animation='no-animation' animation_duration='' animation_custom_bg_color='' animation_z_index_curtain='100' parallax_parallax='' parallax_parallax_speed='' av-desktop-parallax_parallax='' av-desktop-parallax_parallax_speed='' av-medium-parallax_parallax='' av-medium-parallax_parallax_speed='' av-small-parallax_parallax='' av-small-parallax_parallax_speed='' av-mini-parallax_parallax='' av-mini-parallax_parallax_speed='' hover='' blur_image='' grayscale_image='' fade_image='' appearance='' css_position='' css_position_location=',,,' css_position_z_index='' av-desktop-css_position='' av-desktop-css_position_location=',,,' av-desktop-css_position_z_index='' av-medium-css_position='' av-medium-css_position_location=',,,' av-medium-css_position_z_index='' av-small-css_position='' av-small-css_position_location=',,,' av-small-css_position_z_index='' av-mini-css_position='' av-mini-css_position_location=',,,' av-mini-css_position_z_index='' transform_perspective='' transform_rotation=',,,' transform_scale=',,' transform_skew=',' transform_translate=',,' av-desktop-transform_perspective='' av-desktop-transform_rotation=',,,' av-desktop-transform_scale=',,' av-desktop-transform_skew=',' av-desktop-transform_translate=',,' av-medium-transform_perspective='' av-medium-transform_rotation=',,,' av-medium-transform_scale=',,' av-medium-transform_skew=',' av-medium-transform_translate=',,' av-small-transform_perspective='' av-small-transform_rotation=',,,' av-small-transform_scale=',,' av-small-transform_skew=',' av-small-transform_translate=',,' av-mini-transform_perspective='' av-mini-transform_rotation=',,,' av-mini-transform_scale=',,' av-mini-transform_skew=',' av-mini-transform_translate=',,' mask_overlay='' mask_overlay_shape='blob' mask_overlay_size='contain' mask_overlay_scale='100%' mask_overlay_position='center center' mask_overlay_repeat='no-repeat' mask_overlay_rotate='' mask_overlay_rad_shape='circle' mask_overlay_rad_position='center center' mask_overlay_opacity1='0' mask_overlay_opacity2='1' mask_overlay_opacity3='' link='' target='' title_attr='' alt_attr='' img_scrset='' lazy_loading='disabled' id='' custom_class='' template_class='' av_element_hidden_in_editor='0' av_uid='av-12ju8sa' sc_version='1.0' admin_preview_bg=''][/av_image] [av_team_member name='Ruth E. Arriaza' job='Chief Operations Officer ruth@commoninterestsfinancial.com' src='' attachment='' attachment_size='' description='' img_copyright='' image_size='no scaling' image_width='' border='' border_width='' border_width_sync='true' border_color='' border_radius='' border_radius_sync='true' size-name='' av-desktop-font-size-name='' av-medium-font-size-name='' av-small-font-size-name='' av-mini-font-size-name='' size-job='' av-desktop-font-size-job='' av-medium-font-size-job='' av-small-font-size-job='' av-mini-font-size-job='' size-description='' av-desktop-font-size-description='' av-medium-font-size-description='' av-small-font-size-description='' av-mini-font-size-description='' font_color='' custom_title='' custom_job='' custom_content='' custom_icon='' custom_icon_hover='' img_copyright_font='' av-desktop-font-img_copyright_font='' av-medium-font-img_copyright_font='' av-small-font-img_copyright_font='' av-mini-font-img_copyright_font='' img_copyright_color='' img_copyright_bg='' img_scrset='' lazy_loading='disabled' id='' custom_class='' template_class='' av_uid='av-11viwfu' sc_version='1.0' admin_preview_bg=''] [av_team_icon title='' link='mailto:ruth@commoninterests.com?Subject=From%20your%20website' link_target='' icon='ue805' font='entypo-fontello' av_uid='av-z9qhii' sc_version='1.0'] [av_team_icon title='' link='https://www.linkedin.com/in/ruth-e-arriaza-28246026/' link_target='_blank' icon='ue8fd' font='entypo-fontello' av_uid='av-y7r8u2' sc_version='1.0'] [/av_team_member] [av_toggle_container faq_markup='' initial='0' mode='accordion' sort='' styling='av-minimal-toggle' colors='' font_color='' background_color='' border_color='' toggle_icon_color='' colors_current='' font_color_current='' toggle_icon_color_current='' background_current='' background_color_current='' background_gradient_current_direction='vertical' background_gradient_current_color1='#000000' background_gradient_current_color2='#ffffff' background_gradient_current_color3='' hover_colors='' hover_font_color='' hover_background_color='' hover_toggle_icon_color='' size-toggle='' av-desktop-font-size-toggle='' av-medium-font-size-toggle='' av-small-font-size-toggle='' av-mini-font-size-toggle='' size-content='' av-desktop-font-size-content='' av-medium-font-size-content='' av-small-font-size-content='' av-mini-font-size-content='' heading_tag='' heading_class='' alb_description='' id='' custom_class='' template_class='' av_uid='av-37tf4a' sc_version='1.0' admin_preview_bg=''] [av_toggle title='Ruth joined Common Interests in 2014 and is the glue of the firm. Her career began in the Pharmaceutical Industry, where she specialized in data management. She has a Bachelors’ degree in Medical Technology and experience in analytical chemistry, report writing, scientific research, and the entry and management of clinical pharmacology data. Ruth passed the last of her securities exams in 2022 and is in training to become an advisor in her own right. Click here to check Ruth’s background on FINRA’s BrokerCheck' tags='' custom_id='' av_uid='av-u0lpru' sc_version='1.0'] Ruth’s unique skillset complements the team in an amazing way servicing accounts; connecting and supporting clients, and making sure nothing falls through the cracks. Ruth is fully bilingual in English and Spanish so at Common Interests “Se habla Español”. Ruth keeps busy when out of the office by volunteering her time as administration chair for a non-for-profit organization in North Plainfield. In her spare time, she enjoys reading, playing the piano, and gardening. Ruth Arriaza is a registered Assistant with Vanderbilt Financial Group. 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admin_preview_bg=''][/av_image] [av_team_member name='Saachi Sharda, FPQP®' job='ParaPlanner Saachi@commoninterestsfinancial.com' src='' attachment='' attachment_size='' description='' img_copyright='' image_size='no scaling' image_width='av-team-img-original' border='' border_width='' border_width_sync='true' border_color='' border_radius='' border_radius_sync='true' size-name='' av-desktop-font-size-name='' av-medium-font-size-name='' av-small-font-size-name='' av-mini-font-size-name='' size-job='' av-desktop-font-size-job='' av-medium-font-size-job='' av-small-font-size-job='' av-mini-font-size-job='' size-description='' av-desktop-font-size-description='' av-medium-font-size-description='' av-small-font-size-description='' av-mini-font-size-description='' font_color='' custom_title='' custom_job='' custom_content='' custom_icon='' custom_icon_hover='' img_copyright_font='' av-desktop-font-img_copyright_font='' av-medium-font-img_copyright_font='' av-small-font-img_copyright_font='' 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' tags='' custom_id='' av_uid='av-6wt56' sc_version='1.0'] We’re thrilled to welcome Saachi as the newest member of our team as of January 2022! Saachi has a Bachelor’s in mass media from the University of Mumbai and a Master’s in International Management from the University of Strathclyde in Glasgow, Scotland. Being part of something which helps build a better future not only for herself but for the people around her has always been at the heart of what she does in life, which closely aligns with our values. In 2023, Saachi became a Financial Paraplanner Qualified Professional™ (FPQP™), which you can learn more about here. Saachi Sharda is a non-registered assistant with Vanderbilt Financial Group. 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av-small-headline_padding_sync='true' av-mini-headline_padding='' av-mini-headline_padding_sync='true' padding='10' av-desktop-padding='' av-medium-padding='' av-small-padding='' av-mini-padding='' icon_padding='10' av-desktop-icon_padding='' av-medium-icon_padding='' av-small-icon_padding='' av-mini-icon_padding='' link='' link_target='' title_attr='' id='' custom_class='' template_class='' av_uid='av-llckhsr2' sc_version='1.0' admin_preview_bg=''] and the values the firm was founded on [/av_heading] [av_one_half first min_height='' vertical_alignment='' space='' custom_margin='' margin='0px' padding='0px' border='' border_color='' radius='0px' background_color='' src='' background_position='top left' background_repeat='no-repeat' animation='' mobile_breaking='' mobile_display='' av_uid='av-cc84ei'] [av_image src='https://www.commoninterests.com/wp-content/uploads/2022/11/Bob-compressed-e1669399681252.png' attachment='8173' attachment_size='full' copyright='' caption='' image_size='' 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mask_overlay_scale='100%' mask_overlay_position='center center' mask_overlay_repeat='no-repeat' mask_overlay_rotate='' mask_overlay_rad_shape='circle' mask_overlay_rad_position='center center' mask_overlay_opacity1='0' mask_overlay_opacity2='1' mask_overlay_opacity3='' link='' target='' title_attr='' alt_attr='' img_scrset='' lazy_loading='disabled' id='' custom_class='' template_class='' av_element_hidden_in_editor='0' av_uid='av-al46a2' sc_version='1.0' admin_preview_bg=''][/av_image] [av_team_member name='Robert J. Goellner CFP®, ChFC, CLU' job='Founder (emeritas) bob@commoninterestsfinancial.com' src='' attachment='' attachment_size='' description='' img_copyright='' image_size='no scaling' image_width='av-team-img-original' border='' border_width='' border_width_sync='true' border_color='' border_radius='' border_radius_sync='true' size-name='' av-desktop-font-size-name='' av-medium-font-size-name='' av-small-font-size-name='' av-mini-font-size-name='' size-job='' av-desktop-font-size-job='' av-medium-font-size-job='' av-small-font-size-job='' av-mini-font-size-job='' size-description='' av-desktop-font-size-description='' av-medium-font-size-description='' av-small-font-size-description='' av-mini-font-size-description='' font_color='' custom_title='' custom_job='' custom_content='' custom_icon='' custom_icon_hover='' img_copyright_font='' av-desktop-font-img_copyright_font='' av-medium-font-img_copyright_font='' av-small-font-img_copyright_font='' av-mini-font-img_copyright_font='' img_copyright_color='' img_copyright_bg='' img_scrset='' lazy_loading='disabled' id='' custom_class='' template_class='' av_uid='av-9ctql6' sc_version='1.0' admin_preview_bg=''] [av_team_icon title='' link='mailto:bob@commoninterests.com?Subject=From%20your%20website' link_target='' icon='ue805' font='entypo-fontello' av_uid='av-75t36i' sc_version='1.0'] [av_team_icon title='' link='https://www.linkedin.com/in/commoninterests/' link_target='_blank' icon='ue8fd' font='entypo-fontello' av_uid='av-56dxga' sc_version='1.0'] [/av_team_member] [av_toggle_container faq_markup='' initial='0' mode='accordion' sort='' styling='av-minimal-toggle' colors='custom' font_color='' background_color='' border_color='' toggle_icon_color='' colors_current='' font_color_current='' toggle_icon_color_current='' background_current='' background_color_current='' background_gradient_current_direction='vertical' background_gradient_current_color1='#000000' background_gradient_current_color2='#ffffff' background_gradient_current_color3='' hover_colors='' hover_font_color='' hover_background_color='' hover_toggle_icon_color='' size-toggle='' av-desktop-font-size-toggle='' av-medium-font-size-toggle='' av-small-font-size-toggle='' av-mini-font-size-toggle='' size-content='' av-desktop-font-size-content='' av-medium-font-size-content='' av-small-font-size-content='' av-mini-font-size-content='' heading_tag='' heading_class='' alb_description='' id='' custom_class='' template_class='' av_uid='av-d5na2' sc_version='1.0' admin_preview_bg=''] [av_toggle title='Bob founded Common Interests in 1994 to combine his professional career with his personal values of making the world a better place. He began his management career in financial services at the New York Life Insurance Company in 1967 and retired from a career of servant leadership in 2023. Click here to check Bob’s background on FINRA’s BrokerCheck' tags='' custom_id='' av_uid='av-1u8vai' sc_version='1.0'] Bob’s first career was as a Methodist Minister. This path began at Allegany College, through the Drew University Seminary, and culminated with a “Three Church Charge” in the Catskill mountains, where Bob was responsible for three church services each Sunday at different churches (ask him to tell this story, it’s a good one). While he thoroughly enjoyed his Ministry, he found the world of business and entrepreneurship was his true field of endeavor! While with New York Life, and later with the Acacia Group, he served in the capacities of sales representative, sales manager, training supervisor, advance trainer and branch manager. Bob was a Certified Financial Planner® from 1985 to 2023, a Chartered Financial Consultant since 1983, and a Chartered Life Underwriter since 1976. Interesting enough, Bob taught and sat for each of these designations with his own students! He held securities registrations as a Registered Representative-General Securities, and Registered Securities Principal. Bob has a long history of being highly involved in his community. Currently he serves as a Trustee of the Muhlenberg Hospital Foundation. In the past he was President & Founder of the North Plainfield Education Foundation, President of the Woodbridge Chamber of Commerce and a Trustee on the Board of the Watchung Ave. Presbyterian Church. Bob’s commitment to his work has led him to maintain active memberships in the Financial Planning Association, the Financial Services Institute, and the Social Investment Forum. Bob is a proud veteran of the U.S. Army where he served as a chaplain’s assistant in Vietnam. He was recommended for a Bronze Star for Service and was ultimately awarded the Army Commendation Medal. Until Covid arrived, Bob could be found most nights playing his trombone in the 18-piece Nostalgia Big Swing Band, the Westfield Community Concert Band and the Somerset Brass Quintet, and/or as a member, and substitute conductor, of his church choir. 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Bob retired from a career of service to others in early 2023, completing the succession plan that he put in place with Max in 2020. This video is probably the best way to get to know not just Bob, but our whole team, our values, and how we intend to honor Bob's legacy by continuing the firm he founded into the future. 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