Steven F. Bell, CFP®, ChFC®
Steve helps our clients connect all the pieces of their financial world, such as wills and estate planning, investments, retirement planning, and risk management. Our advice process shows clients how all of these areas are interrelated, helping them to make wise financial decisions that sustain their personal goals and values. Steve also brings particular expertise in insurance plan design and strategies.
With over 20 years' experience in financial services, Steve spent his first 12 years in banking, where he served as a Director & Vice President of CoreStates/First Union National Bank's International Corporate Banking group. In 2001, Steve left the corporate financial sector to open his own financial services practice, joining Personal Wealth Advisory, LLC in 2006.
Qualifications & Affiliations:
- B.A. in Economics & Business and German, Lafayette College
- CERTIFIED FINANCIAL PLANNER™ professional since 2005
- Chartered Financial Consultant (ChFC®) since 2004
- FINRA Series 7, 63 and 65
- Financial Planning Association, Central Pennsylvania Chapter
- Rotary Club of Lancaster Sunrise
- Fellowship of Christian Athletes of Greater Philadelphia, Past Board Chairman
- Lutheran Settlement House, Philadelphia, Past Board Member
- Ken Crest Centers, Plymouth Meeting, PA, Board Member
Personal:
- Steve and his wife Leigh-Anne have three children - Emma, Abby and Jeremy.
- Steve and his family moved to Lititz in 2009 after having lived for many years in the Chestnut Hill neighborhood of Philadelphia.
