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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
Daniel Rea (CRD# 2442234) is an Investment Advisor Representative working at Nfi, LLC in Seven Fields, PA and has over 30 years of experience in the finance industry. Daniel Rea 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.
Debra Rea (CRD# 4381946) is an Investment Advisor Representative working at Nfi, LLC in Seven Fields, PA and has over 21 years of experience in the finance industry.
Chris Rondinelli is a Financial Advisor with Seven Fields Wealth Management. Chris's mission is to help clients live a life of financial independence by acting as their personal Chief Financial Officer (CFO). Chris specializes in retirement planning and retirement living. He helps clients address these goals by focusing on the following areas:
- Retirement Goal Planning - how to strive to achieve financial independence
- Retirement Income Planning - how to generate the income you need
- Social Security Planning - how to maximize your benefits
- Medicare Planning - how to minimize your health...
Robert Shields (CRD# 863620) is an Investment Advisor Representative working at Lpl Financial LLC in Seven Fields, PA and has over 26 years of experience in the finance industry. Robert Shields 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.
James Tepke (CRD# 5726199) is an Investment Advisor Representative working at Edward Jones in Seven Fields, PA and has over 14 years of experience in the finance industry.
Jennifer Zimmel (CRD# 5613650) is an Investment Advisor Representative working at Pnc Investments in Seven Fields, PA and has over 14 years of experience in the finance industry.
Patrick Devlin (CRD# 4851412) is an Investment Advisor Representative working at Lpl Financial LLC in Seven Fields, PA and has over 19 years of experience in the finance industry.
Christina Lewis (CRD# 7756867) is an Investment Advisor Representative working at E. E. Powell & Company Inc. in Seven Fields, PA and has 1 year of experience in the finance industry.
Lee Moffatt (CRD# 2267891) is an Investment Advisor Representative working at E. E. Powell & Company Inc. in Seven Fields, PA and has over 31 years of experience in the finance industry.
Jared Reed (CRD# 6765561) is an Investment Advisor Representative working at E. E. Powell & Company Inc. in Seven Fields, PA and has over 5 years of experience in the finance industry.