Kevin Reardon, CFP® Founder & President Shakespeare Wealth Management Biography Kevin Reardon, CFP® has been helping clients achieve their financial goals for over 30 years. Developing a one-to-one relationship with clients is Kevin’s unique skill and the reason he started Shakespeare Wealth Management in 1999. Shakespeare serves a niche market, […]
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Deborah Meyer, CFP®, CPA/PFS, CEPA
Deborah L. Meyer, CFP®, CPA/PFS, CEPA WorthyNest® Biography Hi, I’m Deb Meyer, and I know exactly how it feels to struggle with family financial decisions. Society tells us to make money at all costs, even when it contradicts our Catholic values. At WorthyNest®, we help entrepreneurs and parents integrate faith […]
Continue readingTyler Hackenberg, CFP®
Tyler Hackenberg, CFP® Biography Hi, I’m Tyler Hackenberg, CFP®, EA I founded Drexel Day Financial LLC to combine my love for helping people and integrating it with my Catholic faith. I spent the majority of my career at Vanguard in the retirement department. I was an expert at Roth conversions […]
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The Catholic Priest who had Skin in the Game
A summary of an episode of The Reformed Financial Advisor Podcast. In this episode, I use the themes of Nassim Nicholas Taleb to help understand what we can learn from Pioneer Priest Fr. Bernard Donnelly.
Continue readingPhil Francois, CFP®
Phil Francois, CFP® Foundation Wealth Planning Biography I created an independent firm to help provide more personalized advice which is hard to achieve while working at a larger firm. My main focus is helping Catholic families align their finances with their values. Foundation Wealth Planning works virtually with clients from […]
Continue readingTyler J. Meyer, CFP®
Tyler J. Meyer, CFP®, ChFC®, CLU®, RICP®, FSCP®, CLTC® QED Wealth Solutions Biography Tyler grew up in St. John, Kansas and attended Benedictine College where he graduated with degrees in Mathematics and Secondary Education. After a few years of teaching, it was evident that God had different plans for him, […]
Continue readingRobert Franer III, AAMS®
Robert L. Franer III, AAMS® LPL Financial Biography Robert attended Belmont Abbey College in North Carolina where he received an Honors Fellowship through the college’s Honors Institute, and graduated in May 2012 with a Political Philosophy degree. After returning to Cincinnati he joined his father’s business in August of 2012 […]
Continue readingCharlie Horonzy, CFP®, CPA
Charlie Horonzy, CFP®, CPA Focused Up Financial, LLC Biography I founded Focused Up Financial because finances are important, yes, but finances are a means to an end, not the end. I founded this firm to help people ultimately focus on their lives. I want to help people who are passionate […]
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3 reasons why we need Catholic Financial Advisors
Many Catholic laity are interested in hiring a Financial Advisor that also shares their Catholic faith. They are hoping to partner with an expert who understands their financial issues, is aligned with their values, and lives in their community. We think it is a necessary to connect Catholics with CFPs®, CPAs, and other experts in personal financial planning that are the right fit for their families.
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