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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Top 10 Reasons to Use a CFP™

  1. ORGANIZE – gather your financial information

  2. FORMALIZE – identify your financial goals

  3. PRIORITIZE – rank your financial opportunities

  4. CAPITALIZE -  stretch your financial resources

  5. OPTIMIZE – evaluate your financial situation

  6. STABILIZE – establish your financial foundation

  7. CUSTOMIZE – tailor your financial strategies

  8. ACTUALIZE - achieve your financial aspirations

  9. AGGRANDIZE – expand your financial horizon

  10. FANTASIZE – A CFP will help you realize your financial dreams


At Chestnut Investment Advisory, I am a CFP® (Certified Financial Planner is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement), a CIMC®  (a Certified Investment Management Consultant must adhere to a Code of Ethics and continuing education requirements in the areas of asset allocation, modern portfolio management, portfolio performance measurement, and ethics) &  an AIF® (an Accredited Investment Fiduciary is bound to act for the benefit of another).   

I have worked in this field for 37 years and will continue to do so for quite a few more.  It is challenging work that requires enormous amounts of research which I thoroughly enjoy almost as much as I enjoy helping clients reach their goals.  At Chestnut Investment Advisory we offer essential support with hand-crafted strategies.

I facilitate and ease my client’s relationship with their money.  I look forward to working with you.               


#CFP #CIMC #AIF #financialplanner #advisor #finance #investments                                                                          

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck