Ricky Bathija, CFP®

Director of Financial Planning

Ricky Bathija has been with JJ Burns & Company since 2005. As Director of Financial Planning, his responsibilities include rebalancing client portfolios, analyzing and updating financial plans, and maintaining daily office operations.

Ricky holds a B.A. in Finance from Hofstra University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

On the personal side

Ricky is an avid New York sports fan. When he’s not cheering on his teams, he enjoys playing chess, basketball, poker, and pool. He also has a musical bent, having played the violin for over 10 years. Ricky currently lives in West Babylon with his wife Neha. He’s active in his community, helping facilitate a blood drive and organizing youth trips for his local temple.

What Ricky brings to the table

Ricky won’t feed you, but he does bring the fun (and the beverages). You can count on him to get the music going, the drinks flowing, and the party started. In essence, he’s our in-house “entertainment.”

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Anthony LaGiglia, CFP®

Managing Director

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager

Nejad Abo-Hamzy

Paraplanner

Nickolas Raso

Paraplanner

Jami Regan

Administrative Assistant