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Robert C

Series 66

Allentown, PA

Wells Fargo Advisors

Robert Cahill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves on the finance committee of Union United Church of Christ, assisting with budget oversight and management of the endowment and cash funds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey B

Series 63

Allentown, PA

Wells Fargo Advisors

Jeffrey Bogert is a financial advisor with Wells Fargo Advisors in Allentown, PA, holding the Series 63 designation and 51 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee for friend and client trust accounts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, covering areas such as retirement, education, risk, and wealth-transfer planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jonathan S

Series 66

Allentown, PA

Wells Fargo Advisors

Jonathan Soden is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he coaches local triathletes who compete in Ironman 70.3 and full Ironman events through Endurance Multisport in Emmaus, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with offerings that include specialized areas such as business-owner transition planning and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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