Dave Rathgeb, CMFC®
B.S. Drexel University
CMFC®,   Chartered Mutual Fund Counselor attained through the College for Financial Planning
 
David offers unbiased and completely independent advice in the areas of Retirement Income Planning, Fee Based Asset Management, Estate Planning, Life Insurance Planning, Long Term Care and Education Funding.
 
1. What is my greatest strength as an advisor: My ability to turn complicated financial concepts into clear client solutions.
 
2. How do I keep in touch with my clients: At least quarterly phone calls, holiday cards, face to face meetings time frame dependent on level of client and working from an email list.
 
3. Why a potential client would want to work with me:  I feel prospects that share my values of honesty, integrity and personal responsibility tend to want to work with me.
 
drathgeb@ae.cadaretgrant.com

4 Mimosa Circle
Douglassville, PA 19518
610-858-2708