Our Team
Our Team
Financial Independence Planning, LLC™ is a team of over 20 advisors, many of whom have over 20 years of experience in business and financial planning. The team has over $600 Million in assets under management. The advisors use an eight-point process that frees up our clients’ time to enjoy all the things in life that are important to them.
It includes an exploration of goals, taxes and investments; charting a plan and reviewing it; and quarterly and annual check-ups. Along the way, the advisors consult with either FIP’s in-house CPAs* and attorneys, or the clients’ CPAs or estate-planning attorneys to tie all financial areas into one complete plan. In addition, the advisors are supported by a well-staffed client services department who follow the FIP process to consistently deliver the highest level of customer satisfaction.
*Accounting and tax services are offered independently by Kopensky LLP and Nead Financial Services and not through Cetera Advisor Networks LLC, Kopensky LLP and Nead Financial Services are not subsidiaries of nor controlled by Cetera Advisor Networks LLC.
Our Advisors
Advisors
Harry Keller, CFP®, ChFC, CLU, MBA
CEO and Founder - Senior Financial Advisor
610 825 8782
Harry founded Financial Independence Planning, LLC in 1995. After graduation, Harry joined Arthur Anderson in the tax department. He earned his CPA in 1979. In 1995, Harry founded a comprehensive financial planning firm which has...
Jared Keller, CFP®
President - Senior Financial Advisor
610 825 8782
Jared Keller, CFP® and President of FIP, studied Criminal Justice and Criminology at the University of Maryland and graduated in 2010. Jared currently holds a Series 7 & Series 66 securities registrations, CFP® as well as...
Carolyn Choh, MBA
Chief Marketing Officer and Senior Financial Advisor
610 825 8782
After graduation, Carolyn joined the pharmaceutical industry where she held increasing responsibility in sales and marketing. Carolyn was a global product director at Wyeth and later Vice President at Saatchi & Saatchi. She...
Steve Dudek, AIF
Senior Financial Advisor
215 643 3199
Steve Dudek has worked in the retirement planning market for more than 20 years. Steve has been providing services for corporate retirement plans and their participants. His focus has been on investments, participant communication and...
Ray Freed, CPA
Senior Financial Advisor
717-466-2194
Ray is an Senior Financial Advisor with FIP and has been in financial services since 1998. Ray graduated from Temple University with a BS in Accounting in 1980 and received his CPA in 1986. Ray enjoys assisting clients with their...
Keith Hooper, CPA Inactive, MS
Senior Financial Advisor
610 825 8782
Keith is an Investment Adviser Representative with Cetera Advisor Networks LLC, and has been in financial services since 1986 and focuses on retirement planning. Keith received his CPA in 1975 and graduated from Albany State University...
Glenn J. Kopensky CPA, CFP®
Senior Financial Advisor
610 834 8855
Glenn J. Kopensky CPA, CFP® has been providing professional financial planning services to clients since 1993 when he received the Certified Financial Planner™ designation. Since graduating from LaSalle University in...
Harriet R. Litz Member of American Association of Attorney/CPAs
Advisor
215 679 3345
Harriet R. Litz, began her career in 1983 as an accountant on Wall Street after graduating Summa Cum Laude from Temple University in Accounting and Finance. Harriet obtained her law degree in 1993 and has concentrated her law practice...
Thomas G. Malkoch CPA, CFP®
Senior Financial Advisor
610 834 8855
Thomas G. Malkoch CPA, CFP® has been providing professional financial planning services since 1993 when he received his Certified Financial Planner™ designation. He graduated from Saint Joseph University in 1985 with a BS in...
Thomas Morgan
Operations Director & Advisor
215 361 2029
Tom manages the daily processing, assists on client account services, and coordinates functions associated with the office for Financial Independence Planning, LLC. Tom graduated from Delaware Valley College in 1974 with a BS in...
Randolph Nead, CFP®, CPA, MS
OSJ Principal
215 361 2029
Randolph Nead: Investment Adviser Representative with Cetera Advisor Networks LLC has been providing financial services to individuals and small businesses since 1986, focusing on Group and Individual Life, Health,
Fred Shocket CFP®, MA
Senior Financial Advisor
215 322 8189
Fred Shocket CFP®, MA has been involved in financial services since 1993 and focuses on personalized financial planning for both individuals and small businesses. He is actively involved in giving retirement seminars. He earned his...
Wayne Cline
Senior Financial Advisor
Wayne started his career in financial services with the Metropolitan Life Insurance Company, transitioning from insurance sales to investments during the early 90’s. After five years with Met Life, Wayne joined Commerce Capital...