Confident Vision Retirement Group

4 Gazebo Place
New Hope, Pennsylvania 18938

(215) 862-7080

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Team

 
Frank R. Policare

Frank R. Policare

Partner

(215) 862-7080
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As co-founder of Penn Wealth Planning, LLC, Frank Policare brings more than 30 years experience to individuals, families, and business owners seeking objective financial guidance and unbiased investment advice. As a business owner for...

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Lisa Bodine

Lisa Bodine

MBA | Partner

(215) 862-7080
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“I place great emphasis on listening to understand what is most important to you from both a financial and lifestyle perspective.” As a founding partner at Penn Wealth Planning, LLC and Professional Financial Consultant,...

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Patrick Trauger

Patrick Trauger

Partner

215-862-7080
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Patrick Trauger is a Partner at Penn Wealth Planning, LLC. As a licensed Life, Long-term Care, and Disability insurance agent, Pat plays an integral role in the wealth planning process. By conducting a comprehensive...

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Joseph D’Amore

Joseph D’Amore

Client Services Associate & Insurance Specialist

(215) 862-7080

Joseph D’Amore joined Penn Wealth Planning, LLC in 2011 as a Client Services associate. He brings more than four years of business management experience and over ten years of client servicing experience. Joseph assists clients in all...

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Kathleen Dey

Kathleen Dey

Client & Advisor Coordinator

(215) 862-7080
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Kathleen Dey joined Penn Wealth Planning, LLC in 2014 as a Client & Advisor Coordinator. She has over 10 years of administrative experience in the medical, clinical trial and financial industry.Kathleen coordinates the client and...

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