P. Alan  Loss,  CFP<sup>&reg;</sup> - Financial Advisor

P. Alan Loss, CFP®

CExP

Owner/Member

Personal Wealth Advisory, LLC

630 Delp Rd, Ste 100
Lancaster, PA 17601-3035
FINANCIAL ADVISOR'S WEBSITE
(717) 735-1170

General

P. Alan Loss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Personal Wealth Advisory, LLC in Lancaster, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Exit Planning Specialist (CExP)

Insurance Licenses

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

Broker-Dealer Affiliation

Geneos Wealth Management, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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