Matthew Rittenhouse, financial advisor Harleysville PA

Matthew Rittenhouse

CRD Number: 4550077
Current Firm: Bernardo Wealth Planning, LLC

Matthew Rittenhouse (CRD# 4550077) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 21 years of experience in the finance industry. Matthew Rittenhouse 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.

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Professional Designations
Company Name Location Dates Years
Bernardo Wealth Planning LLC Harleysville, PA Sep 2017 - Current 6
Mml Investors Services, Inc. Horsham, PA Nov 2004 - Sep 2017 12
Whipple & Associates/massmutual Life Insurance Company Horsham, PA Aug 2004 - Sep 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Matthew R. Rittenhouse
Phone Number: 267-500-1080
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    500
    MILLIONS
  • Total Number of Accounts
    1,642
    ACCOUNTS
  • Average Account Value
    $304,234
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NJ, NY, PA, TX

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