About Integrated Financial Partners |
Financial Planning is not a do-it-yourself project. In today's complex world it takes
diligence,
research, careful consideration and the help of an experienced professional to help you achieve
the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER
professional, I can be objective about your financial situation and this is vital in order to
help you gain perspective and confidence in your financial future. A completely confidential
Financial Second Opinion is the logical first step on your road to retirement.
The number one financial worry is not having enough money to retire.
Do you know how much you need?
Did you allocate it properly and prudently?
Do you know what assets to spend first?
This is where I can help. Along with clarity, I can provide prudent strategies and solutions to
help you meet your needs and lifestyle goals. I'll provide a customized plan developed through
a
comprehensive process and I will work with you to see that it is implemented properly. You'll
be
in a position to make informed decisions for your future.
Recognized as one of the largest and most successful independent financial services
organizations
in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our
clients other advisors to ensure collaboration in all aspects of their financial lives. |
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General Information |
| Years of Experience in Financial Services: |
13
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| States Licensed in: |
AZ, CA, CO, DC, DE, FL, HI, IL, MA, MD, MI, MO, NC, NJ, NY, OR, PA, SC, TX, VA and WA
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| Number of Years with Current Firm: |
9
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
LPL Financial
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| States Willing to do Business in: |
Abington,Allentown,Ambler,Ardmore,Atco,Audubon,Bala Cynwyd,Barrington,Bellmawr,Bensalem,Berlin,Beverly,Birmingham,Blue Bell,Bordentown,Bridgeport,Bristol,Broomall,Browns Mills,Bryn Athyn,Bryn Mawr,Burlington,Camden,Cheltenham,Cherry Hill,Chesterfield,Clarksboro,Clayton,Clementon,Clifton Heights,Collingswood,Columbus,Conshohocken,Cookstown,Cream Ridge,Croydon,Crum Lynne,Darby,Drexel Hill,Elkins Park,Essington,Fairless Hills,Feasterville Trevose,Florence,Flourtown,Folcroft,Folsom,Fort Washington,Franklinville,Furlong,Gibbsboro,Gibbstown,Gladwyne,Glassboro,Glendora,Glenolden,Glenside,Gloucester City,Grenloch,Gwynedd,Gwynedd Valley,Haddon Heights,Haddonfield,Hainesport,Hammonton,Hatboro,Haverford,Holmes,Horsham,Huntingdon Valley,Jamison,Jenkintown,Jobstown,Juliustown,Lafayette Hill,Langhorne,Lansdowne,Lawnside,Lawrence Township,Levittown,Lumberton,Magnolia,Mantua,Maple Shade,Marlton,Medford,Merchantville,Merion Station,Mickleton,Monroeville,Morrisville,Morton,Mount Ephraim,Mount Holly,Mount Royal,Mullica Hill,Narberth,National Park,New Egypt,New Lisbon,Newtown,Norristown,Norwood,Oaklyn,Oreland,Palmyra,Paulsboro,Pemberton,Pennsauken,Philadelphia,Pitman,Plymouth Meeting,Prospect Park,Rancocas,Richboro,Richwood,Ridley Park,Riverside,Riverton,Roebling,Runnemede,Sewell,Sharon Hill,Sicklerville,Somerdale,Southampton,Springfield,Stratford,Swarthmore,Thorofare,Titusville,Trenton,Upper Darby,Villanova,Vincentown,Voorhees,Wallingford,Warminster,Warrington,Washington Crossing,Waterford Works,Wenonah,West Berlin,Westville,Williamstown,Willingboro,Willow Grove,Winslow,Woodbury,Woodbury Heights,Woodlyn,Wrightstown,Wycombe,Wyncote,Wynnewood
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Services |
| Investment Types: |
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Phone, Our Office, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
RFC®, ChFC®, CFP®, CRPC®
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Int. Assoc. of Registered Financial Consultants
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| Non-Financial Organization Memberships: |
Business Networking International - Marlton Central
Chapter, American Red Cross: Red Ball Committee
Chair, American Red Cross: Blood Drive Chair,
Millersville University Alumni Association
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Firm Information |
| Assets Managed by Advisor: |
$120,000,000
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| Advisor's Number of Clients: |
140
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| Advisor's Number of Planning Clients: |
120
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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