Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we believe we can educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Charles Hess, JD, CLU®, ChFC®

(610) 977-2022

chess@finanplner.com

Charles P. (Chuck) Hess is an Attorney, CPA (inactive) and independent financial planning consultant specializing in the areas of Investments, Insurance, Business and Estate Planning. He has distinguished himself over the past 35 years...

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Matthew Norwood, CFP®

(610) 977-2022

mnorwood@BloomingdaleWealth.com

Matthew Norwood, CFP® started his career in the financial services industry in 2013 at Vanguard, which currently is the largest provider of mutual funds in the world. During his time at Vanguard, Matt served several different roles...

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