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Qualifications of Financial Advisor in Gilbert

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Financial Advisors in Gilbert, Pennsylvania
Financial Advisor Office Location Phone Number
Glen Harding,
Harding's Wealth Managers
1310 Route 209,
Gilbert, PA  18331
(570) 977-7417
Harry Berman,
Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056
Zach Fletcher,
Financial Engines Advisors, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Stephen Cicali,
Financial Engines Advisors, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900

Information on Qualified Financial Advisors in Gilbert

Qualifications CRD# 4221841
FirmCRD# 139542
Series 7, 24, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1310 Route 209,
Suite 102,
Gilbert,
PA 
18331
Phone Number (570) 9777417

Glen Harding, owner and President of Harding's Wealth Managers (HWM), a Registered Investment Advisory firm (RIA) has been working in the investment advisory field for 18 years. HWM has been an RIA since March 2006. Glen is a former member of the South African Police Force, and spent 10 Years in the British Army as a soldier in the 1st Battalion the Black Watch (RHR) and served in Germany, Scotland, England, Northern Ireland and West Berlin. In 1990, Glen arrived on the shores of the United States, and started working for the British Information Services, on the Northern Ireland Desk. In 2000, Glen decided to further his interest in the Financial Markets, and began his career as an Investment Advisor in East Stroudsburg, PA. Glen created HWM in 2006, which is located in Gilbert, PA. Glen is married to Brigid, and lives in Lehighton, PA. He is a dog lover, and has 3, loves golf, scuba diving, traveling, gardening, cooking, and classical music.

About Harding's Wealth Managers

Harding's Wealth Managers (HWM) is a Registered Investment Advisory firm registered with the Pennsylvania Dept of Banking and Securities. HWM is a fee based firm, and has a Fiduciary responsibility to it's clients. We do not put our clients in mutual funds as we believe that that is unethical. Our clients pay us a fee to manage their investments, if we were to pass the management of those investments to a mutual fund company our clients would be paying twice for the service, hence we believe that doing such a thing is unethical. Our clients, can expect that we will be managing their assets, taking into account, risk tolerance, time horizon and client expectation of returns.



Qualifications CRD# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number (610) 2398323

Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,PA  19317

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3138276
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 
08003
Phone Number (856) 7957900

Joined Financial Engines in 2006. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Economics from Rutgers College. Married to Dena. They have one child. Stephen enjoys coaching and playing soccer.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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