Liberty One Wealth Advisors

Paul Zablotney is a financial advisor with Liberty One Wealth Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and State Farm. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and institutions. The firm focuses on goals-based planning and uses a primarily ETF-based asset allocation framework with systematic rebalancing, along with specialized strategies like long-short direct indexing and alternative asset categories for suitable clients.

Christopher Klein is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Liberty One Wealth Advisors in Philadelphia with seven years of industry experience. His prior roles include positions at Merrill and JPMorgan Chase. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and institutions. The firm employs a goals-based planning process and asset-allocation strategies focused on exchange-traded funds, with systematic rebalancing and the use of alternative asset categories and long-short direct indexing for suitable clients.

Guilian Dileonardo is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Liberty One Wealth Advisors since 2021 and previously at Bank of America and Merrill from 2017 to 2021. He is also the Managing Director of Liberty One Private Risk, an insurance agency serving clients in Philadelphia. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm employs a goals-based planning process and utilizes an asset-allocation framework focused on exchange-traded funds with systematic rebalancing and offers unique strategies such as long-short direct indexing and alternative assets for suitable clients.

Fan Feng is a CFP® with eight years of industry experience, currently serving at Liberty One Wealth Advisors since 2021. Prior to this, Fan worked at Bank of America, Merrill, Citizens Securities, Citizens Bank, Chubb Insurance, Gilbane Building Company, and Drexel University. Fan is a member of the Drexel University Alumni Board of Governance and is a co-trustee of a family irrevocable trust. Liberty One Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and some institutions. The firm follows a goals-based planning approach using an asset-allocation framework focused on exchange-traded funds, with systematic rebalancing and additional strategies including long-short direct indexing and alternative assets for suitable clients.

Jacky Petit Homme is a CFP® professional with 13 years of experience in financial advising. He has worked at Liberty One Wealth Advisors since 2021 and previously held roles at Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board of Big Brothers Big Sisters in Philadelphia and is a managing director at Liberty One Private Risk, focusing on insurance solutions. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, and institutions. The firm uses a goals-based planning process and an asset-allocation framework emphasizing exchange-traded funds with systematic rebalancing, alongside alternative strategies for suitable clients.