Gloria E. Degler, CFP®, CDFA™
Gloria has dedicated a lifetime to working with affluent women as well as hardworking families; for this she was named one of "Pennsylvania's 50 Best Women in Business" in 2000. The diversity of her background - banking, mediation and financial services - provides a unique perspective to every client situation. She uses her extensive financial experience to focus on pre- and post-retirement planning; encompassing tax, investment, insurance and estate planning. She also assists those going through the difficult process of divorce. Gloria became an independent financial planner in 1991, following more than 28 years in banking. She co-founded Personal Wealth Advisory, LLC, an independent advisory firm with her business partner, Alan Loss, in January 2003.
Qualifications & Affiliations:
- CERTIFIED FINANCIAL PLANNER™ professional since 1989
- Certified Divorce Financial Analyst (CDFA™) since 1995 with specialized Mediation training; founded Equitable Solutions with the goal of achieving an equitable resolution for both parties in a difficult situation.
- FINRA Series 7, 63 and 65, as well as Principal Series 24
- Auntie Anne's Inc., Past Advisory Board Member
- Pennsylvania School of Banking, Former Instructor
- Financial Planning Association, Central Pennsylvania Chapter
- Lancaster County Estate Planning Council
- The Institute of Certified Divorce Financial Analysts
- International Association of Advisors in Philanthropy
- Leadership Lancaster, 1985 Graduate
- Women's Council, Lancaster County United Way, Charter Member
- Women's Giving Circle, Lancaster General Foundation, Co-Founder
- Lancaster Family YMCA, Board Member
Personal:
- Gloria and her husband Terry are lifelong residents of Lancaster County, PA.
- They are long-term golf members of Lebanon Country Club and worldwide travelers.
