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Christopher E

Series 63, Series 65

Allentown, PA

Englebert Financial Advisers, LLC

Christopher Englebert is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019 before joining his current firm in 2019. Englebert Financial Advisers serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management, financial assessments, consulting, and ERISA plan services. The firm’s investment approach uses relative strength analysis with model portfolios ranging from conservative to aggressive, combining fundamental, technical, and cyclical analysis, and incorporates third-party advisers and risk-management tools, including options and derivatives in separately managed accounts.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Andrew G

Series 65

Allentown, PA

Englebert Financial Advisers, LLC

Andrew Gaines is a financial advisor at Englebert Financial Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at RAF Equity, Campania International, and Bear Creek Mountain Resort. Gaines’s background also includes involvement with Muhlenberg College and the Mules Soccer Academy. Englebert Financial Advisers provides discretionary and non-discretionary portfolio management and financial planning services to a diverse client base including individuals, trusts, corporations, and municipal entities. The firm utilizes a relative-strength investment approach and offers a range of services such as ERISA fiduciary arrangements, educational seminars, and risk-managed strategies across various asset classes.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Jamie E

Series 63, Series 65

Allentown, PA

Englebert Financial Advisers, LLC

Jamie Englebert is a financial advisor at Englebert Financial Advisers, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beirne Wealth Consulting Services, LLC for five years before joining his current firm. Englebert Financial Advisers provides portfolio management and financial planning services to individuals, trusts, corporations, retirement plans, charitable organizations, and governmental entities. The firm employs a relative-strength investment approach across diverse model portfolios and offers services including fiduciary consulting, adviser-managed annuities, and educational seminars.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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