About Us
As a team, we take an educational approach to your financial situation. We strive to help bridge the gap between your life and money through a thoughtful one-on-one conversation about what you know, what you don’t, and what you care about.
Our Guiding Principles
We want to help you create clarity in your assets in the most tax-efficient way possible. Reach out to us to find out how you can get on the right path to the financial future you deserve.
- Fostering constant growth for our clients and financial professionals with a foundation of integrity.
- Finding innovation for the best solutions.
- Remaining accountable and coachable while staying committed to personal development.
- Delivering consistent, innovative training and education to provide opportunities to learn, grow & improve continuously.
- Honoring our commitments to clients, ourselves, and team members.
- Receiving all feedback as a gift.
- Taking ownership over outcomes by finding solutions, not excuses.
- Giving back to the community where we live, work and play.
- Encouraging technological advances to facilitate ease of doing business.
- A positive work environment based on trust, collaboration, and fun.
We want to help you create clarity in your assets in the most tax-efficient way possible. Reach out to us to find out how you can get on the right path to the financial future you deserve.
Meet the Team
Christopher Price, CFP®, RICP®, ChFC®, C(K)P®, CFPA®
Christopher Price, CFP®, RICP®, ChFC®, C(K)P®, CFPA®
Education and Achievements
After graduating from Susquehanna University in 2010 with a double major in finance and entrepreneurship, Chris became a CERTIFIED FINANCIAL PLANNER™ professional. Not long afterward, he also earned the Retirement Income Certified Professional® and Chartered Financial Consultant® certifications.
Approach to Financial Planning
Chris’s instructive approach to financial planning creates a safe environment where you can ask the questions that matter most to you and get honest answers. Chris enjoys helping people feel confident about their financial future. Much of his work also involves teaming up with nonprofit organizations to provide workshops that inspire financial literacy and confidence.
Community Contributions
He helps to coach the community and local organizations throughout their financial lives. Using combined knowledge from his team, Chris provides educational workshops to help promote financial literacy.
Tara Marciales
Tara comes to us with over two decades of experience in Customer Service and Office Management. Her expertise is built on a foundation of problem-solving, organizational skills, and attention to detail. Through different advertising and social media platforms Tara communicates the significant advantages of having a financial advisor, helping to keep our clients engaged and informed.
Johanna Corrie
Jo’s underlying responsibilities entail direct client servicing, in charge of the client-facing side of the business. She will be with you throughout the entire client experience from the first meeting to the last review alongside Chris. Her duties include organizing clients’ thoughts and experiences. She assists clients in both English and Spanish and ensures all their questions and concerns are handled forthright. She has a strong focus on building, developing, maintaining, and expanding new and existing client relationships
Daniel A. Henley, CFP®
Dan focuses on protecting his clients through wealth preservation strategies. He manages the team’s insurance book of business. Dan has been in the financial planning business for over 30 years. Dan has been recognized for numerous awards for his work within the wealth preservation and estate planning. This also includes the prestigious Million Dollar Round Table.
Robert Rettig
Robbie’s primary responsibilities are scheduling appointments and organizing client meetings. He is the point of contact for appointment confirmations and new client data entry. His role includes being the client’s first contact with the team, setting up meetings, enrolling participants, collecting customer information, and managing assignments.
Stanley Klein
Stan has been a Financial Service Representative for 40+ years who believes the most important key to any financial plan is the relationship you create with your clients. To always maintain communication with them and be there through life’s changes.
Anthony Kolstad
Andy has been in this business for 40+ years. Believes a well-thought-out investment plan is the key to financial success. Andy’s method is building what he calls “income factories” for their futures. This is when investments are focused on dividend and income producers.
Carol Hakemian-Felt
[email protected] | 561.212.7613
Carol’s expertise lies in crafting tailored financial strategies for medical professionals throughout their career journey, from establishment to retirement. Her 27 years in financial advising empower her to devise both offensive and defensive financial plans.
Our Teams Designation
Designations:
CFP®
The CERTIFIED FINANCIAL PLANNERTM designation is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor’s degree (or higher) from an accredited college or university and either complete additional coursework addressing all major financial planning topics, or hold one of the following academic degrees, licenses or credentials: CPA, ChFC®, CLU®, CFA®, PhD in business or economics, Doctor of Business Administration, or an attorney’s license. Candidates also must have at least three years of full-time personal financial planning experience and successfully complete the CFP® Certification Examination. CFP® professionals are subject to the CFP Board’s ethical standards.
ChFC®
The Chartered Financial Consultant® (ChFC®) designation is offered by The American College. A candidate must successfully complete all courses in the program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Three years of full-time business experience is required and must be within the five years preceding the date of the award. Current applicants are required to successfully pass nine courses on key financial planning disciplines.
RICP®
The Retirement Income Certified Professional® (RICP®) designation is offered by The American College. A Candidate must have three years of full time business experience. The three year period must be within the five years preceding the date of the award. An undergraduate or graduate degree from an accredited educational institute qualifies as one year of business experience. Part time qualifying business experience is credited toward the three year requirement on an hourly basis, with two thousand hours representing the equivalent of one year full time experience. A Candidate must complete three required courses and meet experience requirements and ethics standards and agree to comply with The American College Code of Ethics and Procedures. A Candidate must also pass a two hour final exam for each course, closed book and proctored. There is a Continuing Education requirement of fifteen hours every two years through The American College’s
PACE recertification program.
C(k)P®
The Certified 401(k) Professional (C(k)P) designation is offered by The Retirement Advisor University at UCLA Anderson School of Management Executive Education. The education course work includes classroom, online, and live online instructor led courses, as well as periodic assessments, an exam and a case study. The conduct and ethics codes embrace the core values of integrity, diligence, fairness, and objectivity.
CPFA
The Certified Plan Fiduciary Advisor designation is offered by the National Association of Plan Advisors. To obtain the designation, you must successfully pass the NAPA CPFA examination which is a closed-book, proctored exam. Continuing Education is 10 hours each year.
Investment Advisor Representative
Additional information about Christopher Price is also available on the SEC’s website at www.adviserinfo.sec.gov
