Rita  Abel,  CFP<sup>&reg;</sup> - Financial Advisor

Rita Abel, CFP®

CPA/PFS,

Principal

Abel Financial Management Co.

101 E. Chesapeake Ave, Ste 203
Towson, MD 21286
FINANCIAL ADVISOR'S WEBSITE
(410) 307-1200

General

Rita Abel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Abel Financial Management Co. in Towson, MD and the surrounding communities.

Financial Advisor Overview

We help our clients make smart decisions with their money

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Financial Advisor Experience

In the financial industry since 1994 affiliated with a broker/dealer till 12.31.2013 Independent RIA since 1.1.2014

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

not affiliated with a broker/dealer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources