Top cash flow / budgeting financial advisors in Allentown, PA

Mikayla Kelhart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Align Wealth Strategies and Northwestern Mutual. Outside of finance, she has been involved with Casa Toro Mexican Grill since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Debra Hippensteel is a financial advisor at River Wealth Advisors LLC in Allentown, PA, holding a Series 65 credential with six years of industry experience. She has worked at River Wealth Advisors since 2019 and previously spent 19 years at BB&T Bank and its predecessor institutions. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Wadid Yunez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and Pruco Securities, LLC from 2001 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Brian Bobeck is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the ChFC® designation and Series 66 license and has 21 years of industry experience. His prior roles include positions at Cornerstone Advisors Asset Management LLC, Cornerstone Benefits, Inc., and Cornerstone Institutional Investors, LLC. Outside of advisory work, he co-founded an engineering consulting firm focused on patent development and licensing. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.