Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.
Scott Warshaw, ChFC®, CLU®, MSFS, CPA*, California Insurance Lic. #OF38266 | Domiciled in PA
Ken Podell, CLU®, ChFC®, California Insurance Lic. #OD41480 | Domiciled in PA
Zachary Golen, AIF, California Insurance Lic. #OF15545 | Domiciled in PA
Andrew Starfield, CFBS, ChFC, California Insurance Lic. #OH26053 | Domiciled in PA
Garrett Flasinski, RICP, California Insurance Producer Lic. #4274032 | Domiciled in PA
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Securities
We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT