Meet the Experts Behind Your Success

Founder of Premier Financial Planning, Inc. (PFPI), a fee-only practice located in Princeton, NJ, Constance joined SAX Wealth Advisors as a principal and wealth advisor in the 2026 acquisition of her firm. She founded PFPI 30 years ago, providing comprehensive financial plans and creating investment portfolios. She learned that often people don’t get around to defining what they want to achieve, let alone how to make progress towards achieving it. She is dedicated to helping clients define and realize their financial goals using a well-defined process. Through this process clients can distinguish between what is possible and what is mere speculation. Constance frames alternative strategies based on the information they have provided about their overall situation as well as concrete steps for achieving their goals.

Taking into consideration their unique circumstances and identifying their lifestyle, risk tolerance and liquidity needs become the starting point for developing investment plans. She fosters an ongoing relationship with her clients to provide guidance in dealing with financial decisions and to carry out their plans.

Constance earned an MBA at Monmouth University and completed her Financial Planning Certificate through the College of Financial Planning in Denver, CO. Before joining SAX Wealth Advisors, she educated clients through numerous seminars of a 65,000-member Credit Union in NJ on the benefits of all aspects of comprehensive financial planning. She then created and managed her own company until January of this year.

Living with her spouse in Roosevelt, a unique NJ village, she continues to serve on the Roosevelt Borough Council with an emphasis on community development. Also, as a volunteer she supports a charitable organization dedicated to preserving open space and furthering the arts in Roosevelt. Her commitment as well to political and charitable causes never wavers. She enjoys 2-mile daily walks, seeing films with her husband, and sharing time with her daughter and family as well as extended family members and friends central to her life.