Bethlehem, PA W. Broad St, 11th Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,776 advisors across 1,211 offices

Location

1 W. Broad St, 11th Floor

Bethlehem PA 18018

Advisors at this office

2

Advisors at this office

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Casey G

Series 66

Bethlehem, PA

Commonwealth Financial Network

Casey Giraud is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network and SteelPillars Financial since 2019. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, enabling affiliated advisors to provide customized portfolio management and wealth planning solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Shaun O

Series 63, Series 65

Bethlehem, PA

Commonwealth Financial Network

Shaun O'Boyle is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes 15 years at MetLife Securities before joining Commonwealth and founding Steel Pillars LLC in 2016. He also spends a portion of his time on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, while allowing advisors discretion in portfolio construction and offering proprietary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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