Neil Gordon AIF®, CAP®, ChFC®, CRPS®
Managing Partner & Financial Advisor
NEIL GORDON draws upon decades of experience in the financial and insurance sectors, and his insights as a business owner, to collaborate, educate, and guide his clients. His mission is to help individuals and
businesses pursue their unique financial objectives, consistently exceeding expectations with tailored wealth management strategies.
Neil holds Series 6, 7, and 63 registrations with LPL Financial and the Series 65 registration with Wealthcare Advisory Partners LLC. He also maintains licenses for life, health, long-term care, and disability insurance. Neil holds the ChFC® and CAP® designations, which support his work with families and philanthropic planning, as well as the CRPS® and AIF® designations, which inform his work with corporate retirement plans.
An accomplished golfer, Neil enjoys competing and teaching children through the First Tee of Philadelphia. He also serves on the board of the Israeli Guide Dog School for the Blind Foundation. Neil lives in Bucks County, Pennsylvania, with his wife, Fann, and their daughter, Aviva.
CRPS conferred by College for Financial Planning.