Chad  Friedman,  CFP<sup>&reg;</sup> - Financial Advisor

Chad Friedman, CFP®

ChFC®, CRPC®

Managing Member

Friedman Financial, LLC

1055 Westlakes Drive, Suite 305
Berwyn, PA 19312
FINANCIAL ADVISOR'S WEBSITE
(610) 232-0190

General

Chad Friedman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Friedman Financial, LLC in Berwyn, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Financial Advisor's Specialties

Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Nontraditional Households, Special Needs

More

Helpful Financial Planning Resources