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 Helping You Achieve Your Vision for Retirement Is Our Number One Goal

Your Team

At Cardinal Wealth Group, we work closely with you to objectively assess your individual retirement strategy and help provide solutions tailored to your needs. We’re proud to be independent financial professionals who do not work for commissions or sell proprietary products. All advice is personalized to your needs.


Anthony Aulffo

Anthony Aulffo, CFP®

Financial Advisor and Founder


Since 2007, Anthony Aulffo has been providing financial advice and strategies to those nearing and in retirement. His approach goes beyond investment portfolio and financial plans to serve as a coach, helping his clients through life’s transitions to help them in both financial and non-financial decisions, working toward their ultimate life goals.

Here’s the truth: money and taxes don’t care how big or small your advisors’ firm is. What counts is that your specific needs are carefully considered so the solutions are in your best interest and give you the best result possible.

Our clients tell us how much they appreciate the one-on-one interaction and respect for their time. They never feel like “one of many” in a big financial firm with rigid policies and processes that pigeonhole them. They receive a more meaningful experience that puts their mind at ease.

Anthony and his wife Dana, and daughters Rosie and Margot live in New Jersey.

Sandy Aulffo Photo
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Sandy Aulffo

Administrative Assistant

 Sandy Aulffo

Sandy Aulffo

Administrative Assistant


Sandy enjoys working as an administrative assistant at Cardinal Wealth Group. Her past experience in the hospitality field brought about her passion to contribute, support and make a difference in providing a welcoming environment to each client.

When not working, Sandy enjoys spending time with family, friends, and traveling.

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Fatima Katz

Client Service Associate

Anthony Aulffo

Fatima Katz

Client Service Associate


Fatima has been in the financial industry for nearly a decade in various roles that specialize in client satisfaction. She enjoys making lasting connections with people from all walks of life. She takes her position wholeheartedly and feels rewarded when a client is happy. 


When not wearing her professional hat, Fatima enjoys spending time with her husband and two daughters. Traveling, cooking and reading are a few of her interests.