Richard M. Braverman,  CFP<sup>&reg;</sup> - Financial Advisor

Richard M. Braverman, CFP®

Geneos Wealth Management

2173 Embassy Dr
Lancaster, PA 17603-2387
FINANCIAL ADVISOR'S WEBSITE
(717) 399-4030

General

Richard Braverman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Geneos Wealth Management in Lancaster, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC

Insurance Licenses

  • Life insurance: VA
  • Fixed annuities: VA
  • Variable annuities: VA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources