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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Elizabeth Loew (CRD# 2761198) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 27 years of experience in the finance industry.
Jade Meier (CRD# 7168797) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry. Jade Meier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Catherine Morgan (CRD# 7245901) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 3 years of experience in the finance industry.
Andrew Parsons (CRD# 7214200) is an Investment Advisor Representative working at Parsons Capital Management, LLC in New Hope, PA and has over 4 years of experience in the finance industry. Andrew Parsons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kyle Quigley (CRD# 7045450) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 2 years of experience in the finance industry.
Courtney Ripp (CRD# 7488620) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry. Courtney Ripp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mackenzie Roedel (CRD# 6076582) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hope, PA and has over 11 years of experience in the finance industry.
Joseph Rogina (CRD# 2398873) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
Natalia Rybak (CRD# 7539336) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
James Smith (CRD# 7410957) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 2 years of experience in the finance industry.