John F. Ortolf,  CFP<sup>&reg;</sup> - Financial Advisor

John F. Ortolf, CFP®

ChFC®

Financial Advisor

Wells Fargo Advisors FiNet

385 Oxford Valley Rd, Suite 320
Yardley, PA 19067
FINANCIAL ADVISOR'S WEBSITE
(267) 392-5189

General

John Ortolf is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors FiNet in Yardley, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MS in Personal Financial Planning

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Government & Military, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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