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Amy Sonstein, CPA/PFS*

Amy Sonstein graduated Magna Cum Laude from The George Washington University in 1999 with a Bachelor’s Degree in Accounting. After passing the CPA exam, she began her career in public accounting as an auditor with Deloitte & Touche. Thereafter, Amy spent four years as a forensic accountant at Parente Randolph before she joined C&A Financial Group in 2004. In 2006, Amy launched Sonstein Financial Group, a full service financial services firm, in South Jersey. As the principal, Amy manages this growing and dynamic organization.

In addition to helping clients, Amy donates her time to a variety of causes. Amy is a guest lecturer at Rutgers University and a guest speaker for the American Institute of Certified Public Accountants. Amy also volunteers for the Jewish Federation of Southern New Jersey as a co-chair of the Young Adult Division.

Licenses/ Associations

Certified Public Accountant (CPA) in New Jersey
Personal Financial Specialist (PFS)
Variable Accident and Health Insurance License
Life Insurance License
Securities License Series 6, 7 and 63
American Institute of Certified Public Accountants (AICPA)
New Jersey Society of Certified Public Accountants (NJSCPA)
The Jewish Community Foundation - Professional Advisory Committee

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS),  2111 
Route 34 South, Wall, NJ 07719 (732) 528-4800. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, ((888) 600-4666 Financial RepresentativeThe Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirect, wholly-owned subsidiary of Guardian.

Sonstein Financial Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.  

Not providing accounting or tax services as agent  for Guardian or its subsidiaries or affiliates

*Not practicing for Guardian or any subsidiaries thereof.

“Check the background of this investment professional on FINRA’s BrokerCheck

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Jason Sonstein, J.D.*

Jason Sonstein graduated from The George Washington University in 1999 with a degree in Criminal Justice. Thereafter, he earned his Juris Doctorate from Rutgers University School of Law in 2002. For the first ten years, Jason owned his own law practice focused on helping clients with asset protection, estate planning and real estate matters.  In 2011, Jason began working with Amy to grow Sonstein Financial Group. In 2012, Jason formally joined the organization as The Director of Recruiting and Development and currently concentrates on hiring and training new professionals.

Licenses/ Associations


Member of the New Jersey Bar
Member of the Pennsylvania Bar
Variable Accident and Health Insurance License
Life Insurance License


Financial Representative The Guardian Life Insurance Company of America (Guardian), New York, NY.

*Not practicing for Guardian or any subsidiaries thereof. 

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 Eric Mauz

Eric Mauz graduated from Drexel University in 2003 with a Bachelor’s of Science in Electrical Engineering.  Eric began his career managing capital projects as a Project Engineer for DuPont. In 2009, Eric began working with Hawkeye Management as a Small Business Finance Consultant, assisting entrepreneurs and business owners with obtaining unsecured business lines of credit. As a client of Sonstein Financial Group Eric realized the strategies he was implementing to improve his own financial portfolio would also be valuable to his clients. As a result, Eric began sharing these strategies with his clients and officially joined Sonstein Financial Group in April 2012 as a Financial Strategist.

Licenses/ Associations

Variable Accident and Health Insurance License
FICO Pro Certified
 
Life Insurance License
 
Licensed real estate agent in New Jersey


Financial Representative The Guardian Life Insurance Company of America (Guardian), New York, NY.

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Allison Burkett Cook 

Alli graduated from Towson University in 2001 with a Bachelor’s Degree in Mass Communications.  Alli began her career in Public Education and Management. She later went on to complete her Master’s Degree in Education from Wilmington University in 2009. As a client of Sonstein Financial Group, Alli appreciated the educational journey that she was being taken through and valued the importance of teaching families how they can create a balanced financial life and ultimately take advantage of more opportunities. Therefore, Alli began sharing this process with her clients and officially joined Sonstein Financial Group in September of 2013 as a Financial Strategist.

Licenses/ Associations


Variable Accident and Health Insurance License
Life Insurance License


Registered Representative of Park Avenue Securities LLC (PAS). 2111  Route 34 South, Wall, NJ 07719 . Securities Products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America© Guardian, New York, NY. PAS in an indirect wholly-owned subsidiary of Guardian. Sonstein Financial Group is not an affiliate or subsidiary of PAS or Guardian.

“Check the background of this investment professional on FINRA’s BrokerCheck


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Nicholas DiFederico

Nick DiFederico began his entrepreneurial career in 2004 when he launched Executive Financial Group, a full service mortgage company specializing in residential and commercial lending. In 2009, Nick was presented with and took the opportunity to start a gold buying business. After many years successfully running the business, Nick became a client of Sonstein Financial Group. As a client, Nicholas was introduced to many new and different concepts and ideas for planning with a business owner. As he learned more and more about the industry, Nick developed a passion for the type of service, advice, and results he received and wanted to help others achieve the same type of success and confidence that he had felt as a client. As a result, Nicholas began his transition out of the gold buying business in 2014 and joined the firm full time in August 2015. Since then, Nicholas has been helping other business owners and entrepreneurs find financial confidence and success.

Licenses/ Associations


Variable Accident and Health Insurance License
Life Insurance License

Financial Representative The Guardian Life Insurance Company of America (Guardian), New York, NY.