Merra Lee  Moffitt,  CFP<sup>&reg;</sup> - Financial Advisor

Merra Lee Moffitt, CFP®

AWMA, CMFC,

Wealth Strategist, Senior Partner

Good Life Financial Group

2395 Lancaster Pike
Reading, PA 19607
(610) 488-7353

General

Merra Lee Moffitt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Good Life Financial Group in Reading, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Wealth Management Advisor, Chartered Mu

Insurance Licenses

  • Life insurance: 14 states, call for current list
  • Health/disability insurance: 14 states, call for current list
  • Fixed annuities: 14 states, call for current list
  • Variable annuities: 14 states, call for current list

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Startup

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