Who Our Professionals Are

Our Approach

Although our professionals are licensed to manage assets and sell various insurance products such as life, disability and long term care.Our approach is you as the individual should invest in a transparent system and foundation before the purchase of financial products which primarily serve as a medium to accomplish your goals.

Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence, and making sure that your loved ones are taken care of are the goals and purpose of this organization.

Our Team

David F. Berdow, CFP ® , CLU ® | Principal
David has worked in the financial services profession since 1995 with a practice focusing on the preparation and implementation of financial plans, wealth management, and insurance planning. The process entails helping clients get organized, while specifically identifying their goals, objectives, and seeing the "big picture." By using a combination of personal attention, industry related experience, and execution helping clients achieve personal and financial benchmarks. David holds the Certified Financial Planner (CFP ® ) and Chartered Life Underwriter (CLU®) professional designations in addition to being a recipient of the 5 star wealth manager award for five years running (2012,2013,2014,2015,2016).  He is a member of The Financial Planning Association and a former member of its national ethics committee. In addition he has volunteered for several charities including roles as a board member for the Women's Center of Montgomery County and a domestic violence counselor serving their hotline. David currently serves on the board of the Narberth Community Library. A graduate of Radnor High School in Pennsylvania and Lynchburg College in Virginia; he is a graduate of multiple Outward Bound Schools and a water sports enthusiast. He currently resides in Narberth, PA with his wife, a professional graphic designer, and two young children.

 

Leslie Wlotko | Associate
After graduating from St. Joseph’s University in 2001 she began her career with a major financial services firm and has worked closely with David and his clients since 2006. Her primary functions include managing the operations in addition to playing a pivotal role in overseeing projects, events, and the financial planning implementation process. Leslie grew up in Huntingdon Valley, PA. and is a graduate of Nazareth Academy High School. In 2007 she graduated from St. Joseph’s University with an M.A. in English and taught British literature. She is an active member of the Paddock Farms Civic Association in Havertown, PA, and a Philadelphia sports enthusiast. In her free time she is a reader and avid knitter. She currently resides in Havertown, PA with her husband and two young sons.