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Samuel G. Feiser CFP®, ChFC®

Founder and President

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CERTIFIED FINANCIAL PLANNER™

A CFP® professional has met CFP Board’s high standards for education, examination, experience, and ethics and are the standard for competent and ethical financial planning.

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Chartered Financial Consultant®

The ChFC® professional is prepared with the essentials of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning, Study areas include behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for clients in diverse communities, financial planning for divorce, and more.

XY Planning Network

XY Planning Network is the leading organization of fee only financial advisors. Their mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

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Member of The American Association of Individual Investors

An independent nonprofit corporation formed in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

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BSBA- Business Administration & Accounting
Bachelor of Science in Business Administration - with concentration in Accounting from Bloomsburg University. A focus on: Tax, Audit, Cost Accounting, and Business and Commercial Law.

AACSB-accredited