Michael S. Helveston, CFP<sup>&reg;</sup> - Financial Advisor

Michael S. Helveston, CFP®

CRPC®

Founder and Financial Planner

Whitford Financial Planning

600 Eagleview Blvd., Suite 300
Exton, PA 19341
FINANCIAL ADVISOR'S WEBSITE
(484) 881-0070 CONNECT WITH Michael
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General

Michael Helveston is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Whitford Financial Planning in Exton, PA and the surrounding communities.

Financial Advisor Experience

Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions and to make the most of what they have been given. He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard he completed the Certified Financial Planner (TM) coursework and first became an advisor. Mike then transitioned to Rodgers & Associates where he was able to provide more in-depth tax and retirement planning services and helped to build and manage a team of advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Job Loss, Insurance, Retirement, Sudden Wealth, Personal Taxes

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