Financial Independence Planning, LLC™
Has office locations throughout the greater Philadelphia Area.
Office Team
Kelly Harvey
HR & Operations Administrator
Kelly brings over ten years of financial services, marketing, event coordinating and management experience. Prior to joining our firm Kelly worked as an Operations and Marketing Manager for Voya Financial Advisors and as a Client...
Mike O'Donnell
Marketing Assistant
610 825 8782
MAIN OFFICES
CONSHOHOCKEN
1495 ALAN WOOD ROAD
CONSHOHOCKEN, PA 19428
SUITE 100
TEL.610.825.5521
FAX 610.825.8782
HARRY KELLER, CFP®, ChFC, CLU, MBA Harry@myFIPadvisor.com
CAROLYN CHOH, MBA carolyn@myFIPadvisor.com
STEPHEN DUDEK, AIF Steve@myFIPadvisor.com
KEITH A. HOOPER, CPA, MS Keith@myFIPadvisor.com
JARED KELLER, CFP® Jared@myFIPadvisor.com
PATRICK HYNES, IAR Patrick@myFIPadvisor.com
*Does not offer securities at Voya Financial Advisors.
SUITE 102
TEL 610.834.9900
FAX 610.834.8855
GlENN J KOPENSKY, CFP®, CPA Glenn@myFIPadvisor.com
THOMAS G MALKOCH, CFP®, CPA Tom.Malkoch@myFIPadvisor.com
LANSDALE
33 JENKINS AVE
LANSDALE, PA 19446
SUITE 100
TEL 215.361.2028
FAX 215.361.2029
HARRY KELLER, CFP®, ChFC, CLU, MBA Harry@myFIPadvisor.com
KEITH A. HOOPER, CPA, MS Keith@myFIPadvisor.com
JARED KELLER, CFP® Jared@myFIPadvisor.com
HARRIET R. LITZ, Esq. Harriet@myFIPadvisor.com
THOMAS MORGAN, IAR Tom@myFIPadvisor.com
RANDOLPH G. NEAD, CFP®, CPA, MS Randy@myFIPadvisor.com
FRED SHOCKET, CFP®, MA Fred@myFIPadvisor.com
KEN SOUDER, CFP®, EA Ken@myFIPadvisor.com
OTHER LOCATIONS
SOUTHAMPTON
276 KINGSCELERE DRIVE
SOUTHAMPTON, PA 18966
TEL 215.322.8722
FAX 215.322.8189
FRED SHOCKET, CFP, MA Fred@myFIPadvisor.com