Wharton Wealth Planning

I am a Certified Financial Planner and the Director and Founder of Wharton Wealth Planning. I can help reduce your stress, increase your financial security and freedom, and maximize your personal finances. With over 25 years of experience in financial services, I have worked with a wide range of household accounts on financial planning areas including: investment portfolio reviews, retirement planning, new home purchases, tax planning, estate planning, and debt and cash flow management. At Wharton Wealth Planning, you will always receive unbiased recommendations and we are independent, fiduciary certified financial planners. A fiduciary is the highest legal duty that one party can have to another. As an independent advisor, we don’t accept investment commissions, and we don’t restrict ourselves to working with any specific products. We can choose from any product that is available based on what we believe is best for clients. We are always willing to work virtually to save you time. I have contributed to articles on the topics of financial planning and investing for CBS News, Yahoo Finance, Fortune, MarketWatch, MSN, ETF Trends, Morningstar, Physician on Fire, and Business Insider and have been a guest on several podcasts (visit our website for media articles, videos, and more on us). I have an MBA from the Wharton School of Business and a B.S. in economics from Cornell University. Over my career, I have helped analyze, trade, and manage asset categories including stocks, bonds, and other investments. I use many of the principles that I learned from my work and educational experiences to help clients.