Meet The Team
At Central Penn Wealth Advisors, experience isn't just a number—it's our foundation. With over a century of combined expertise, our team brings unparalleled insight to every financial challenge. We're not just advisors; we're architects of prosperity, crafting tailored solutions that stand the test of time.
Our advisors are more than just qualified; they're distinguished. Holding a myriad of accreditations and FINRA licenses—including series 6, 7, 63, 65, and 66—they're equipped to navigate the complexities of today's financial landscape with finesse and precision.
But our commitment doesn't end there. Beyond boardrooms and balance sheets, our team is deeply rooted in our communities. Through active involvement in local organizations, we're not just serving clients; we're serving as catalysts for positive change. At Central Penn Wealth Advisors, excellence isn't just a standard—it's our legacy.
Check out the background of investment professionals on FINRA's
