Samuel Mangiapane, CRPC®

Financial Advisor, Financial Planning Specialist

Contact Me
Samuel Mangiapane, CRPC®


Experienced wealth planning, resources and dedicated personal service to help you meet your life goals

My Story and Services

My Background

Samuel focuses on offering customized solutions for clients by providing access to the vast resources of Morgan Stanley.  Sam’s clients are comprised of uniquely successful families, individuals, corporate executives and business owners who value the comprehensive financial planning and dedicated service he brings to each relationship.

Sam holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Financial Planning Specialist designations.  These certifications have become the recognized standard of excellence for financial planning, investment advice and guidance for individuals and institutions. Holding these certifications ensures Sam has the most current knowledge of the industry and maintains these designations by completing continuing education each year. He applies state-of-the-art planning technology that enables him to provide his clients with ethical and prudent financial planning solutions.

Sam began his education by studying business, economics and finance at Ocean County College and Monmouth University. He furthered his knowledge by attaining his MBA from Georgian Court University. Sam invests time and dedication to help educate his clients on current economic data and the business environment that may impact their personalized financial plans.

Sam is an avid tennis player and enjoys spending time with his family in Toms River, NJ. He also serves on the board of a local non-profit, and has been a featured guest speaker at educational events.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Retirement Planning
  • Estate Planning Strategies
  • Trust Accounts
  • Financial Planning
  • Fixed Income
  • Certificates of Deposit
  • Municipal Bonds
  • Lending Products
  • Life Insurance
  • Annuities
  • 529 Plans
  • Alternative Investments
  • Business Succession Planning
  • Cash Management
  • Corporate Bonds

Securities Agent: CO, FL, KY, NC, NJ, NY, OH, PA, RI, TX, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1255646

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 1433 Hooper Ave
  • Toms River, NJ 08753



    • College for Financial Planning- Chartered Retirement Planning Counselor (CRPC®)
    • Georgian Court University- Master of Business Administration (M.B.A.)
    • Monmouth University- Bachelor of Science (B.S.) Finance
    • Ocean County College- Associate of Science (A.S.) Business and Economics
    • Series 7- General Securities Representative
    • Series 66- Uniform Combined State Law
    • Life Insurance, Long Term Care Insurance, Health Insurance and Annuity Licensed
    • Kaplan Professional Academy- Financial Planning Specialist

    Personal Interests

    Personal Interests

    • Ocean Tennis Association
    • Kiwanis Club of Greater Toms River
    • Greater Toms River Chamber of Commerce

    Client Service Team

    Client Service Team

    Kathleen Poers

    Client Service Associate

    Lisa McNeary

    Registered Associate


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Ready to start a conversation? Contact Samuel Mangiapane, CRPC® today.

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