In her new position, Nelb will work with HFA clients to help them manage and maintain financial plans and achieve their singular goals. Prior to joining HFA, she was senior investment officer at The Haverford Trust Company in Radnor. Before that, Nelb held various positions at QVC in West Chester, including business analyst for Sales and Product Planning.
Nelb, who holds a B. S. degree in Business Administration from Drexel University, graduated magna cum laude. She is a member of the Financial Planning Association and holds a FINRA Series 65 license. She is also a past participant of Business on Board for the Arts & Business Council in Philadelphia. The CFP is a resident of Radnor.
“I’m excited to be part of the financial planning process,” says Nelb. “To work with a great team and contribute to the process that helps clients reach distinctive objectives is rewarding.” “It’s rewarding for HFA to have Sara on board,” adds Hoover. “Our company is celebrating our 10th anniversary this year. We opened with one CFP. With the addition of Sara, we now have three.”
HFA, which is headquartered on Moores Road in Malvern, was launched in 2005 by Hoover, who has been an independent financial advisor for more than 30 years. Since its inception, HFA has quadrupled in size. In addition to the CFPs, employees include financial advisors, insurance and tax specialists, attorneys, an investment analyst, a certified portfolio manager, and an information services manager. In 2012, HFA was selected as Small Business of the Year by Chester County Chamber of Business & Industry. For more information, visit its website at petehoover.com or call 610.651.2777.