Confident Vision Retirement Group

4 Gazebo Place
New Hope, Pennsylvania 18938

(215) 862-7080

Get Office Directions

 

Team

 
Frank R. Policare

Frank R. Policare

Partner

(215) 862-7080
Send an Email

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...

Click to read more...

 
Lisa Bodine

Lisa Bodine

MBA | Partner

(215) 862-7080
Send an Email

“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,...

Click to read more...

 
Michael DiChristofaro

Michael DiChristofaro

CPA/PFS | ChFC

(215) 862-7080
Send an Email

With more than 20 years of Tax and Accounting experience, Michael DiChristofaro focuses on helping small business owners manage the many aspects of building and growing a successful business. He has operated an independent tax and...

Click to read more...

 
Patrick Trauger

Patrick Trauger

Insurance Specialist & Associate Wealth Manager

215-862-7080
Send an Email

Patrick Trauger is an Insurance Specialist 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...

Click to read more...

 
Joseph D’Amore

Joseph D’Amore

Client Services Associate

(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...

Click to read more...

 
Stacy Dowling

Stacy Dowling

Client Services Coordinator

(215) 862-7080
Send an Email

Stacy Dowling joined Penn Wealth Planning™, LLC in 2013 as a Client Services Coordinator. She has over 15 years of client service experience in the retail, mortgage and medical insurance industry. She also has nearly ten years of...

Click to read more...