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Gloria E. Degler, Cfp profile image

Gloria E. Degler, Cfp

Owner at Equitable Solutions
Intro Book
Experienced financial expert with 32 years of experience in strategic financial planning, wealth management, and estate planning.
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Location
Lancaster, Pennsylvania, United State...
Skills
  • Strategic Financial Planning
  • Strategic Planning
  • Investments
  • Wealth Management
  • Retirement Planning
  • Show all
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Bio

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Gloria E. Degler, CFP, is a seasoned financial expert with 32 years of experience in strategic financial planning, wealth management, and estate planning. She has a strong background in conflict resolution and negotiation, having worked as a co-founder of Personal Wealth Advisory, LLC, and Director of Custom Banking at Hamilton Bank (now Wells Fargo). Degler holds certifications from the College for Financial Planning and the Institute for Divorce Financial Analysts.

Experience

  • Equitable Solutions
    • Owner
      • Sep 1995 - Present

      Having an understanding of alternatives available to someone planning for or in the midst of a divorce, allows them to take control of their life by making informed decisions. My goal is to assist individuals in achieving an Equitable Resolution that will permit them to continue their lives with...

  • Personal Wealth Advisory, LLC
    • Co-Founder
      • Sep 1991 - Present

      Personal Wealth Advisory's mission is to help our clients make wise financial decisions that sustain their personal goals and values. We utilize a comprehensive Six Step Financial Planning Process with individuals and businesses to help define and achieve their fianncial goals. I specialize in working with individuals in transition...retirement, divorce, or finding themselves suddenly single.

    • Co-Founder
      • 1991 - 2012

  • Hamilton Bank (now Wells Fargo)
    • VP, Director of Custom Banking
      • 1972 - 1991

      As Director of Custom Bankin I assisted individuals plan for their pending retirementPrevious involvement was as VP, Director of Marketing with Hamilton Bank.

Education

  • 1994 - 1995
    Institute for Divorce Financial Analysts
  • 1987 - 1989
    College for Financial Planning
  • 1978 - 1980
    School of Bank Marketing
  • 1960 - 1963
    Warwick High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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