Michael R. Clancy,  CFP<sup>&reg;</sup> - Financial Advisor

Michael R. Clancy, CFP®

CLU

Director of Financial Planning

Drexel University College of Medicine

218 Monsignor Dr.
Conshohocken, PA 19428
(215) 991-8595

General

Michael Clancy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Drexel University College of Medicine in Conshohocken, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Life Underwriter

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources