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Specialties
I joined Continuum in 2025, bringing over eight years of experience in the wealth management industry.
Throughout my career, I have searched for a firm that is client-focused, collaborative, and driven. I feel truly fortunate to be joining such a tight-knit team that embodies these values. As Director of Financial Planning, I develop personalized financial strategies, assist with retirement planning, offer tax planning guidance, and monitor client progress toward their goals. I am a CFP® professional, a designation that reflects my commitment to ongoing education and always acting in our clients’ best interests. I also hold a Bachelor of Arts in Business Administration from Lycoming College. As an Eagle Scout, I learned the value of being prepared. I bring that same mindset to financial planning. Helping our clients prepare for and achieve their financial goals and aspirations. My goal is simple: to help you achieve yours. When I am not working with clients, I love spending time with my wife, Alyssa. I also enjoy CrossFit, running, reading, and chess. I would love to connect and learn more about your financial goals. Feel free to reach out at pkalish@contwealth.com
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Always free for clients.
CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Continuum Wealth Advisors, LLC. ("Continuum") is a Registered Investment Advisor with the Securities & Exchange Commission, CRD #152895. Registration with the U.S. Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. This electronic transmission is confidential, may be privileged, and should be read or retained only by the intended recipient. If you have received this transmission in error, please notify the sender immediately and delete it from your system. Neither Continuum nor any of its Investment Professionals provide legal, tax, accounting, or real estate advice. Any and all tax advice is provided via our affiliate, Continuum Tax Advisors, PLLC. All investments involve risk including the loss of principal and, unless otherwise stated, are not guaranteed. Past performance is not indicative of future results. Securities and other financial investment products are not deposits, are not FDIC-insured, are not bank or Continuum-guaranteed, are not insured by any Federal government agency and may lose value. For your protection, please do not send confidential or identifying information, such as account or social security numbers, to us or others via unsecure email or network.