Brad J. Schneider, AIF®
(610) 628-2077
(610) 628-2077
Helping You Plan with Purpose Since 2005
Since 2005, I've helped individuals, families, and business owners navigate important financial decisions through thoughtful planning and personalized guidance. I believe successful financial planning starts with understanding your current situation, identifying your long-term goals, and building a strategy designed specifically for you.
Whether we're discussing investment management, retirement planning, education planning, estate planning, or risk management, every recommendation is built around a comprehensive financial plan designed to help you make informed decisions today while preparing for tomorrow.
Experience & Credentials
Professional knowledge matters, but so does experience. Since 2005, I’ve combined both to help clients make informed financial decisions.
Years of Experience
Providing comprehensive financial planning and guidance since 2005.
Professional Designation
Accredited Investment Fiduciary® designation earned in 2013.
Education
B.A. in Finance and International Business from Penn State University.
Licenses & Registrations
Series 7 and Series 66 held through LPL Financial, plus life, disability, health, Medicare, and long-term care insurance licensing.
Life Outside the Office
When I'm not working with clients, you'll usually find me spending time with my wife and daughter, relaxing at the beach, or cheering on Philadelphia sports teams. Those moments remind me why thoughtful financial planning matters—helping people spend more time enjoying what matters most.
