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Christopher M

CFA®, Series 63

Erie, PA

Haverford Wealth Management, LLC

Christopher Mcgoldrick is a CFA® charterholder with one year of experience as a financial advisor at Haverford Wealth Management, LLC. His prior experience includes roles at PNC, Foreside Fund Services, LLC, and Willis Towers Watson. Haverford Wealth Management provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs discretionary portfolio management based on tailored financial plans and fundamental analysis, offering clients flexibility in account management and a range of financial planning options.

General retirement planning Cash flow / budgeting
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