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Constance J. Herrstrom, MBA, CFP

Constance is president and owner of Premier Financial Planning, Inc. (PFPI), a Registered Investment Advisor with the New Jersey Bureau of Securities (NJBOS). A CERTIFIED FINANCIAL PLANNER™ professional and an M.B.A., she has over twenty years experience as a financial planner and investment advisor and has been extensively involved in local financial planning organizations.

Beginning in 1987 with the International Association of Financial Planning, she has held several positions over the years, including President and Chairperson of the local chapter, positions she also held in the Central New Jersey Institute of Certified Financial Planners. In 2000 she was chosen for a state-wide board position to transition the local groups of these two organizations into one Financial Planning Association (FPA). She most recently served the National Association for Personal Financial Advisors (NAPFA) as a reviewer of plans for the membership committee and as a co-leader in the Northern NJ study group.

Quoted in several newspapers, Constance has contributed financial columns to The Times of Trenton, prepared "Money Makeovers" for readers of the Star Ledger, and has appeared on the Fox on Money program. She has been selected four times as one of the top 250 (300 in one issue) Financial Advisors in the country by Worth Magazine.

Before establishing PFPI in 1994, Constance created and implemented a financial planning entity for a 65,000 member credit union in NJ, educating its membership through seminars, articles, and consultations. From 1989-1992, she provided financial planning for the Registered Investment Advisor of Capital Planning Advisory Group. Previously, Constance worked for thirteen years for Kepner-Tregoe, Inc., a Princeton-based management consulting business for Fortune 500 companies with an emphasis on strategic planning, problem solving and decision making. In her last years at Kepner-Tregoe, Inc., while obtaining her M.B.A. from Monmouth University, Constance was general manager for their Princeton Research Press division.

 

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