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How do you see yourself?

How do you see yourself?

Smart? Savvy? Focused on the potential for unlimited entrepreneurial growth?

Driven to succeed and help others fulfill their hopes and dreams along the way?

Client Centered

Where do you see yourself?

As part of a team focused on collective and individual professional growth?

Working with leaders who share a common “Why”: to build and protect the wealth and legacies of clients for generations to come?

We see you. And we see you here.

International Planning Alliance has been committed to doing what’s right for our clients since 1999. Our clients include our team of Financial Professionals, Agents, Advisors and Wealth Managers. This career is more than a job, it is a calling to serve and to make a positive impact in the lives of others. 

Impact begins with investment.

We provide the tools and resources needed to position you for success on Day One. How?


Distinguished Technology

Distinguished Technology

You'll gain an immediate competitive edge utilizing industry game-changing programs like The Living Balance Sheet® and Flo.

Exceptional Sales Trainers

Exceptional Sales Trainers

18-24 months of one-on-one Sales Manager training, certifications and licensing opportunities help establish you as a trusted advisor and financial educator.

Our Team Culture 

Our Team Culture 

From Zoom conferences with Senior Agents to Zoom Happy Hours after a hard-working week putting our clients first, our culture sets us apart. Check out our Career Events.

Personal Brand Development

Personal Brand Development

You'll have access to our award-winning social selling program, proprietary CRM, and email marketing platform to get in front and stay in front of clients.

Meet Nicole, Our Recruiting Director

Nicole's bio only tells a bit of her story and how she connects talented individuals like you to the Financial Representative career.

Nicole White, MBA

Director of Talent Acquisition

(973) 229-6853

nicole.white@planningalliance.com

Nicole White joined International Planning Alliance in June of 2019 as the firm's Director of Talent Acquisition. In her role at International Planning Alliance she is responsible for furthering the firm's mission of 'Doing what is...

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Alex Perricone

Financial Representative

(609) 949-4672

alex.perricone@planningalliance.com

Alex is a recent graduate of The College of New Jersey with a deep running passion for learning. He positions his practice to leverage the range of existing academic literature and research that is relevant to clients situations.

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Brittany Cummins

Financial Representative

973-908-9703

brittany.cummins@planningalliance.com

Brittany works with individuals, families, and small businesses to advise on how to potentially achieve their financial goals. While attending Fairleigh Dickinson University, Brittany was a Women in Business Club member at Fairleigh...

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Colin Byrd

Financial Representative

(732) 788-7406

colin.byrd@planningalliance.com

Colin works with his team assisting clients to gain a clear perspective of what they want their financial future to look like while helping them achieve their short-term and long-term financial goals. He was drawn to this career while...

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Daniel Mishlen

Financial Representative

(732) 620-4764

Daniel.Mishlen@planningalliance.com

Daniel works with individuals, families, and small business owners to assist them in their financial decisions. He and his team strive to be a resource for all of his clients with the goal of making their financial lives potentially...

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Jennie Sherman

Financial Representative

732-403-0522

jennie.sherman@planningalliance.com

Jennie has spent 17 years in the financial industry and insurance sector witnessing the results of successful and poor planning. She understands firsthand how being unprepared for what life throws at you can set you back. Her career...

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Robert Barzelatto

Financial Representative

201-600-0277

Robert.Barzelatto@planningalliance.com

Robert assists individuals, families, and small businesses with strategizing their financial goals. He believes working on a highly collaborative and supportive team with a combined 30+ years of experience allows him to provide clients...

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Tara Meehan

Director of Marketing

973-396-1908

tara.meehan@planningalliance.com

Tara has been a marketing professional for over 13 years with a digital marketing focus for over 11. Before joining IPA, she worked on the Social Media, Content, and Lead Generation teams at Guardian Life. Her mission at IPA is to help...

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Are You Ready to Join the IPA Team?

Whether you're fresh out of college, an established advisor, or are in the middle of a career pivot, we welcome the opportunity to learn more about you. 


Almost Ready but Would Like to Learn More?

A great way to get to know us better is through our Social Media channels. Follow us on LinkedIn and Like us on Facebook to join our growing community.

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