Rene A. Pochop, CFP™
President
Education/Designations:
  • Certified Financial Planner™
    (CFP) Designation - 2000
  • Series 65 (NASD) - 1994
  • Masters of Science Administration - Management & Organizational Behavior: St. Michael's College - 1992
  • Bachelor of Business Administration: Finance - St. Bonaventure University - 1986
20 Years of
Financial Experience:
  • Investment Advisor
  • Financial Planner
  • Chief Compliance Officer
  • Financial Analyst
  • Credit Analyst
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