Top general retirement planning financial advisors in Bethlehem, PA

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

Carla Wamba is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she owns and operates Good Karma Tax LLC, a tax preparation business based in Bethlehem, PA. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficient strategies.

Anthony Parenti is the sole advisor at Parenti Wealth Management in Bethlehem, PA, holding a Series 63 designation with 13 years of industry experience. He is also the owner and sole proprietor of Parenti Consulting DBA Apex Accounting, Tax and Insurance Agency, where he provides CPA and insurance services. Parenti has managed his wealth management firm since 2012 and has been operating his accounting and insurance practice since 1994. Parenti Wealth Management offers financial planning and consulting services, educational seminars, and acts as a solicitor by referring clients to third-party investment managers who directly manage assets. The firm combines a CPA background and licensed insurance practice with advisory services, delivering tailored planning support and monitoring recommended managers on behalf of clients.

Christopher Schlack is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he co-owns an LLC with his wife that manages a residential property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

James Mohamdein is a financial advisor at Social Justice Capital LLC in Bethlehem, PA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors, The Vanguard Group, and other firms. Outside of finance, he is involved in performing arts as an actor and musician and also works in the sales of solar panel systems. Social Justice Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and public educational seminars. The firm serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering customized portfolios based on client goals and risk tolerance, using methods such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

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.