wiseradvisor

Jeff Mastronardo CFP®, ChFC®
Financial Coach

Tel: (484) 887-0452
940 E. Boot Road
Suite 101
West Chester, PA 19380

Your Retirement Gameplan

Financial Coach | Financial Advisor in West Chester ,PA

About Financial Coach

We’re an independent consulting firm solely dedicated to retirement planning. Since retirement planning has always been our sole focus, we’re intimately aware of the issues you may face. Our independence means we represent you, not a larger company. We have the freedom to offer access to a diverse and broad array of financial products to serve your needs.

Our team consists of the 3 principals of the firm who are all experienced LPL Financial Advisors; Jeff Mastronardo CFP®, ChFC®, Owen Mulhern, IV CFP®, and Jim McLaughlin CFP®. We work with outside professionals in tax law, estate law, property and casualty insurance, and Medicare. We also have a dedicated support team to assist in the day-to-day operations of our office, based in West Chester, PA.

With a comprehensive team approach, our Gameplan process takes your relationship with money into account while planning for life’s uncertainties, so you can pursue a confident retirement.


General Information

Firm Start Year:   1996
No.of Employees:   5-9
Insurance License#:   296492
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   DE, FL, MD, NC, NJ, NY, PA, TX, WA, WI
Number of Years with Current Firm:   15
Work Experience:   Our team consists of LPL Financial Advisors with experience that spans decades and different economic climates. Our firm has been operating as Financial Coach since 1996.
I work with the following types of clients:   Couples / individuals in or approaching retirement, Individual Investors


Services

Investment Types:   Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At my office, Via phone, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Variable Annuity, Life, Health, Annuity, Disability, Variable Life


Firm Information

Firm's Number of Clients:   175
Firm's Number of Planning Clients:   175
Firm's Number of Managed Clients:   175
Assets Managed by Firm:   $180,000,000
Advisor's Number of Clients:   175
Advisor's Number of Managed Clients:   175
Advisor's Number of Planning Clients:   175
Assets Managed by Advisor:   $180,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Commissions, Flat Fee, Based on Assets
Fee % Based on Assets:   .75-1.3%


Education

Bachelor of Science - Marketing  Albright College - Reading, PA
September 1995-August 1999



Faqs

  • Do you have a customer satisfaction or refund policy? Our goal is to help our clients pursue a confident retirement. Clients hold the right to transfer their assets at any time if they are unsatisfied.
  • What services do you provide? What are your specialties? Our firm provides services in the following categories: Retirement planning, Investment planning, Income planning, Estate planning, Tax planning, Education planning, Investment management, Insurance Planning, Medicare Planning, Social Security Strategies, Property and Casualty Review
  • What is your experience? How many clients do you currently manage? Our team consists of LPL Financial Advisors with experience that spans decades and different economic climates. Our firm has been operating as Financial Coach since 1996. We manage accounts for over 175 households.
  • What financial institution(s) do you represent? Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC (www.sipc.org)
  • How do you charge for your services? We charge a flat fee for our Retirement GamePlan financial planning work. This fee is based upon the details of a client's specific needs and financial situation. Management fees are applied to client advisory accounts and are based upon the value of assets in the account.
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Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC(www.sipc.org) Investment Advice offered through FC Advisory LLC, a registered investment advisor and separate entity from LPL Financial.

Jeff Mastronardo CFP®, ChFC®

Jeff Mastronardo CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

As a founding partner of Financial Coach, CERTIFIED FINANCIAL PLANNER™ practitioner, and Chartered Financial Consultant®, Jeff understands the value of hard work. He grew up in Havertown and attended Malvern Prep High School before earning his Bachelor’s Degree from Albright College.

When Jeff isn’t in the office, you can find him soaking up the sun in Sea Isle City, OBX, or Fort Myers Beach with his wife, Melissa, and their four children.

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My Services

Financial Advice & Consulting

Our Retirement Gameplan covers all aspects of your financial life that relate to your retirement. Over the course of up to 10 meetings, we’ll get to the heart of who you are and what you hope to achieve. Your retirement plan will prepare for eventualities, like market fluctuations and unforeseen circumstances, so you can pursue a confident retirement.


Retirement Planning

Once you move into retirement, income planning becomes crucial. We’ll develop an income plan that you can feel confident about—in both good and bad markets—to pursue the comfortable retirement you’ve worked so hard for.


Insurance Planning

Medicare, Medigap and the rising costs of long-term care can be daunting. We’ll make sure you know all the options available and help you choose the best option for your needs.


My Team

Owen Mulhern, IV
Owen Mulhern, IV CFP®
Owen Mulhern, IV is a second-generation team member and partner of Financial Coach. After receiving his Bachelor’s degree in History from Washington College, Owen worked with ING Variable Annuities, Merrill Lynch, and BB&T Investments before joining the family business at Financial Coach. Owen is many things: a proud father of five, a second-generation Financial Coach team member, an avid triathalete, and a CERTIFIED FINANCIAL PLANNER™ practitioner at Financial Coach.

James McLaughlin
James McLaughlin CFP®
Jim McLaughlin, a partner of Financial Coach, has had a long and illustrious career in finance. He worked with Fidelity Bank in Philadelphia before serving as the President of a Pittsburgh bank and Chairman of a Texas bank holding company. In 1993, Jim made the switch from banking to consulting and finally joined the Financial Coach team in 2004 where he’s been a valuable asset ever since. Born and raised in Delaware County, Jim attended St. Joseph’s Prep, Georgetown University School of Forei ...more

Becky Mulhern
Becky Mulhern RP®
Financial Coach Office Manager Becky Mulhern learned a lot about responsibility, organization, and patience having grown up with five younger siblings. Born and raised in Cape May County, NJ, she spent her early years working as a newspaper writer before joining Financial Coach in 2011. When Becky isn’t busy keeping the office in tip-top shape, she’s spending time relaxing with her husband and son at home, or vacationing in Cape May.

Meghan Tait
Meghan Tait
Growing up with two parents working an RN's schedule and four siblings has taught Financial Coach Operations Associate Meghan Tait a lot about what it takes to support a team. This Washington College graduate joined Financial Coach after receiving her Bachelor of Arts degree in Business Management. In her down-time, Meghan has been working towards obtaining her CERTIFIED FINANCIAL PLANNER™ practitioner designation.

Carmen Mulhern
Carmen Mulhern
Financial Coach Marketing Director Carmen Mulhern has always been extremely focused—graduating from high school two years early before receiving a Bachelor’s Degree from Washington College. Born in Wisconsin and raised in Columbia, MD; this mother of five is always on the go. When she’s able to snag a few minutes of free time, Carmen likes to swim, run, sew, and decorate.

Michael Traynor
Michael Traynor CFA®, MBA
Mike has over 23 years of experience in the financial services industry — holding a variety of senior roles at The Vanguard Group, Susquehanna International Group, and the National Stock Exchange. Before joining Financial Coach, he was providing consulting and advisory services to several large asset managers such as Blackrock and JPMorgan. Mike earned a Bachelor of Science in Finance from Boston College and a Masters in Business Administration from Villanova. He is also a Chartered Financial A ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

Ardmore Aston
Avondale Bala Cynwyd
Berwyn Blue Bell
Broomall Bryn Mawr
Chadds Ford Chester Springs
Cheyney Clifton Heights
Coatesville Collegeville
Conshohocken Darby
Devon Downingtown
Drexel Hill Exton
Flourtown Folcroft
Folsom Fort Washington
Gladwyne Glen Mills
Glenmoore Glenolden
Gwynedd Gwynedd Valley
Harleysville Haverford
Holmes Honey Brook
Immaculata Kennett Square
King Of Prussia Lafayette Hill
Lansdale Lansdowne
Malvern Marcus Hook
Media Merion Station
Morgantown Morton
Narberth Newtown Square
Norristown North Wales
Paoli Philadelphia
Phoenixville Plymouth Meeting
Ridley Park Schwenksville
Sharon Hill Skippack
Springfield Swarthmore
Thorndale Thornton
Upper Darby Villanova
Wallingford Wayne
West Chester West Grove
Wyncote Wynnewood
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News & Events


An Evening with Financial Coach
When: 10/14/2014 18:00 |
Location: Dilworthtown Inn
Details:Get to know us in a straight-talking seminar about strategies for confidence in retirement. Visit our event link for details on the strategies we'll explore. ...more


An Evening with Financial Coach
When: 10/13/2014 18:00 |
Location: General Warren Inne Click here to see detail


An Evening with Financial Coach
When: 09/16/2014 18:00 |
Location: Dilworthtown Inn
Details:Get to know us in a straight-talking seminar about strategies for confidence in retirement. Visit our event link for details on the strategies we'll explore. ...more


An Evening with Financial Coach
When: 09/10/2014 18:00 |
Location: General Warren Inne
Details:Get to know us in a straight-talking seminar about strategies for confidence in retirement. Visit our event link for details on the strategies we'll explore. ...more

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