Northwestern Mutual
Lehigh Valley
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Showing 7 advisor(s) and rep(s)
MFA
I'm passionate about helping you reach holistic financial goals with the tools you have, tools we uncover, and tools my team and I can help you leverage. Whatever your goals, we can help you grow, protect, and efficiently distribute the resources you work hard for every day.Visit my websiteExpertise: Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning
Languages: English
Location: Center Valley PA, 18034
FINRA BrokerCheck
Languages: English
Location: Center Valley PA, 18034
FINRA BrokerCheck
CFP®, CLU®
After graduating from Lehigh University in May 1986 with a Bachelor of Science in Business & Economics I started working with Northwestern Mutual. I am a CFP(Certified Financial Planner) professional and hold the CLU(Chartered Life Underwriter) designation. Currently I am a Wealth Management Advisor working with clients across the country, with my team of five. We specialize in Retirement, Wealth and College Planning.Visit my websiteExpertise: Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Education Funding, Investment Strategies, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Center Valley PA, 18034
FINRA BrokerCheck
ChFC®
In all situations I will make recommendations that I would do for myself and my family, if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most.Visit my websiteExpertise: Financial Planning, Wealth Management, Retirement Planning, Life Insurance Planning, Investment Strategies, Education Funding, Long Term Care Planning, Estate Planning
Languages: English
Location: Center Valley PA, 18034
FINRA BrokerCheck
Languages: English
Location: Center Valley PA, 18034
FINRA BrokerCheck
Expertise: Disability Income Planning, Financial Planning, Education Funding, Retirement Planning, Retirement Income Planning, Wealth Management, Long Term Care Planning, Life Insurance Planning, Investment Strategies, Employee and Executive Benefits Planning
Languages: English, Arabic
Location: Center Valley PA, 18034
FINRA BrokerCheck
Expertise: Financial Planning, Retirement Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Center Valley PA, 18034
FINRA BrokerCheck