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Specialties
After a successful career in the bio-pharmaceutical industry, including as an independent consultant, I decided to pursue my passion and became a financial advisor.
This career decision reflected my desire to help educate and assist others to achieve their financial goals. I joined Blue Bell Private Wealth Management because I believe in acting as a fiduciary and putting clients’ interests first. Subsequently, I determined that I could enhance serving clients by becoming a Certified Financial Planner® professional, and I have continued to build on that foundation with additional education and certifications. I welcome the opportunity to put the combined talents of our firm to work for you, so contact me to see how we might partner together to create your financial roadmap and future.
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Always free for clients.
CFP, ChFC, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Blue Bell Private Wealth Management, LLC is an SEC-registered investment adviser located in Blue Bell, Pennsylvania. Clearing, custody or other brokerage services may be provided by Charles Schwab & Co., Inc.