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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
David Emery (CRD# 4587012) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has over 21 years of experience in the finance industry. David Emery 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.
Michael Falco (CRD# 1157668) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Paoli, PA and has over 40 years of experience in the finance industry.
John Fattibene (CRD# 1441984) is an Investment Advisor Representative working at Harvest Financial Partners in Paoli, PA and has over 19 years of experience in the finance industry. John Fattibene 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.
Stefanie Feinstein (CRD# 6954849) is an Investment Advisor Representative working at Equitable Advisors, LLC in Paoli, PA and has over 5 years of experience in the finance industry.
William Heffernan (CRD# 1763611) is an Investment Advisor Representative working at H.h. Investment Counsel, Inc. in Paoli, PA and has over 36 years of experience in the finance industry.
Richard Jaffe (CRD# 1207985) is an Investment Advisor Representative working at Svb Wealth in Paoli, PA and has over 40 years of experience in the finance industry.
Lee Johnson (CRD# 5345949) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Paoli, PA and has over 16 years of experience in the finance industry.
Vernon Keesey (CRD# 4280445) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Paoli, PA and has over 23 years of experience in the finance industry.
Kevin Leszczynski (CRD# 1141360) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Paoli, PA and has over 40 years of experience in the finance industry.
Anthony Lubrano (CRD# 1986855) is an Investment Advisor Representative working at Equitable Advisors, LLC in Paoli, PA and has over 34 years of experience in the finance industry.