Stephen P. Wetzel,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen P. Wetzel, CFP®

MBA, CCM

Professor NYU

Prometheus Capital Management Corp.

30 S Main St
Yardley, PA 19067-1511
(215) 321-9312

General

Stephen Wetzel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prometheus Capital Management Corp. in Yardley, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Cash Manager

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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