Marsha M. Rubin,  CFP<sup>&reg;</sup> - Financial Advisor

Marsha M. Rubin, CFP®

Financial Advisor

Wharton Investment Consultants

303 W Rose Valley Rd
Wallingford, PA 19086
(610) 891-8338

General

Marsha Rubin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wharton Investment Consultants in Wallingford, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: DE,PA
  • Health/disability insurance: DE,PA
  • Fixed annuities: DE,PA
  • Variable annuities: DE,PA

Financial Advisor's Specialties

Comprehensive Financial Planning, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources