Comprehensive Financial Planning, Inc.

Richard Walters is a CFP® with 35 years of experience in financial advising. He has been with Comprehensive Financial Planning, Inc. since 1984 and has operated his own advisory business since 1983. Outside of advising, Walters owns Comprehensive Benefit Marketing Services, Inc., where he sells employee benefits including group life, disability, and dental insurance. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning, using an asset-allocation approach supported by fundamental, technical, and cyclical analysis.

Wendel King is a Series 66-licensed financial advisor with Comprehensive Financial Planning, Inc., where he has worked since 2007. He has 18 years of industry experience and also manages group medical insurance programs through a related business, Comprehensive Benefit Marketing Services, Inc. King serves as a board member for Tel Hai Retirement Community, overseeing leadership activities and expansion projects. Comprehensive Financial Planning, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an asset-allocation focused approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios and provide regular client reporting.

Michael Kowalick is a financial advisor at Comprehensive Financial Planning, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with Comprehensive Financial Planning since 2005. Additionally, he is involved with Comprehensive Benefit Marketing Services, Inc., which provides medical, hospitalization, life, and disability insurance products. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning, using a managed portfolio program that combines fundamental and technical analysis with ongoing monitoring.

Patrick Cloonan Jr. is a CFP® with 18 years of industry experience, currently serving at Comprehensive Financial Planning, Inc. since 2012. He has also worked as an independent insurance agent since 2006 and has been a basketball referee for the Lancaster-Lebanon PIAA Association since 1999. Additionally, he is involved in nonprofit activities as the treasurer for the Manheim Township Class of 1987 reunion and provides divorce financial consulting through Creative Divorce Solutions, LLC. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs an intermediate-to-long-term, asset-allocation oriented investment approach, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services.

Damon Heller is a financial advisor with Comprehensive Financial Planning, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Comprehensive Financial Planning since 2019, following prior roles at JML Ingredients and Alps. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services, employing an asset-allocation approach that incorporates fundamental, technical, and cyclical analysis.

Brooke Herr is a financial advisor with Comprehensive Financial Planning, Inc. in East Petersburg, PA, holding a Series 63 designation and 35 years of industry experience. She has been with Comprehensive Financial Planning since 1984 and has been active in her advisory practice since 1983. Outside of her advisory work, she serves as president and 50% owner of Comprehensive Benefit Marketing Services, Inc., which provides group medical insurance programs. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an intermediate-to-long-term, asset allocation approach, using various analytical methods to monitor and adjust portfolios.