Find the Certified Financial Planner™
Who's right for you.

Alan M. Schapire, CFP®, CPA/PFS

Convergent Financial Advisors LLC

280 N Providence Rd
Ste 100
Media, PA 19063-3525
Phone: (484) 477-4100

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Personal Taxes

 

How Planner Charges

Considerations: Hourly and project-based fee-only planning

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.