Cafaro Greenleaf Employee Directory
Financial ServicesNew Jersey, United States11-50 Employees
Cafaro Greenleaf is a financial services advisory firm focused on corporate, non-profit, and public retirement plans. Based in Red Bank, New Jersey, the firm provides investment advisory, consulting, and administration services to retirement programs, serving clients that require specialized guidance in plan design, governance, and ongoing administration. Its structure includes investment advisory relationships with OneDigital Investment Advisors and securities offerings through Triad Advisors, reflecting a model that combines fiduciary guidance with access to underlining securities services. The organization is presented as an established, award-winning player within the retirement plan advisory space, recognized for its work with large teams and national reach.