Schedule Your Free Consultationwith a Financial Advisor!
David Dieal, CFP®
LPL Financial Advisor
As an LPL Financial Advisor, David works directly with individuals, families and small to mid-sized organizations to implement comprehensive financial strategies that align with his clients’ goals and objectives. With the uncertainty of the investment world, he will create personalized suitable strategic and tactical plans that aim to effectively work towards the accumulation and preservation of his clients’ assets. Read more…
Phone: 610-909-7030
Thomas Quinn
LPL Financial Advisor
With over 25 years in the Financial Services industry, Tom works with families, individuals, small business owners and corporations. Building trust and friendship are key elements of working with Tom. He has the background and strategies to customize investment plans for any credit union member. From portfolio management, to insurance, to 401k, to retirement planning and trading strategies, Tom can help you. Read more…
Phone: 610-909-3030
James Ferrari
LPL Financial Advisor
James has over ten years of management experience with his main focus being in the financial industry. As a professional in this field he has played a key role in developing relationships with clients and understands the importance of building trust. Read more…
Phone: 610-909-7010
Cecily Venkatesh, CRPC®
Wealth Management Associate Advisor
Cecily began her career in personal finance at a major securities firm, where she developed an enthusiasm for financial planning. She became a specialist in retirement accounts after joining FMFCU 16 years ago. Read more…
Phone: 484-259-1960
Eric Maslowsky, MBA
Wealth Management Program Manager and LPL Financial Advisor
Eric has over 28 years of business experience working with small start-ups and Fortune 500 companies. Eric is a seasoned leader who uses his knowledge of the financial markets combined with the technological and intellectual power of Mint Wealth Advisors and LPL to help clients make knowledgeable financial decisions, investment strategies and future financial plans. Read more…
Phone: 610-909-7031