CERTIFIED FINANCIAL PLANNER JOINS HOOVER FINANCIAL ADVISORS

Edward (Ted) Braun, CFP®

Edward (Ted) Braun, CFP®

Malvern, PA –Hoover Financial Advisors, P.C. (HFA) recently added Edward (Ted) Braun, CFP® to its growing staff. Braun is a financial planner with outstanding credentials. His appointment was announced by Pete Hoover, CFP®, founder of the firm.

Prior to joining HFA, Braun was a project manager in Financial Advisor Services at The Vanguard Group. He began his career at Vanguard and held various leadership positions during his tenure. In 2014, Vanguard awarded him a Financial Advisor Services Divisional Star. Prior to that he earned a Participant Experience Divisional Spirit Award from the company.

Braun, who holds a BBA degree from Strayer University, completed his financial planning education at Kaplan University. He is a resident of Kennett Square.

“Hoover Financial Advisors offers exactly what I was looking for,” says Braun. “It is a place where I can build my career and make a difference in people’s lives.”

HFA, which is headquartered on Moores Road in Malvern, was launched in 2005 by Pete Hoover, who has been an independent financial advisor for more than 30 years. Since its inception, HFA has quadrupled in size. Staff members include certified financial planners, financial advisors, investment analysts, insurance and tax specialists, attorneys, 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 http://www.petehoover.com or call 610.651.2777.

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HOOVER FINANCIAL ADVISORS ADDS CFP®

Sara Nelb, CFPMalvern, PA – Sara A. Nelb, CFP® recently joined Hoover Financial Advisors (HFA). Her appointment as a financial planner was announced by Peter K. Hoover, president and founder of the firm.

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.

DANIELLE MARINELLI JOINS HOOVER FINANCIAL ADVISORS

DanielleheadshotsHooverFinancial-0009-1Malvern, PA – Hoover Financial Advisors recently added Danielle Marinelli to its growing staff as a client service manager. Her appointment was announced by Peter K. Hoover, president and founder of HFA.

In her new position, Marinelli’s responsibilities include handling and processing client service issues, Schwab banking-related functions and client fund transfers. Prior to joining HFA, she was a business manager with Creative Financial Group in Newtown Square. Before that, she worked for Meridian Bank in the Financial Services division. Marinelli holds a degree in business and finance from West Chester University where she was a member of the Finance/Economics Society. She is a resident of Wayne.

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 client services manager, employees include financial planners, insurance and tax specialists, an investment analyst and information services manager. Two years ago, HFA was selected as 2012 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.

HOOVER FINANCIAL ADVISORS ADDS TAX SPECIALIST

Malvern, PAJohnFureyHoverAssociates2014-0009-1, recently joined Hoover Financial Advisors as a senior tax advisor. His appointment was announced by Peter K. Hoover, CFP, president and HFA founder. “We are delighted to have someone with such impressive credentials on our team,” says Hoover. “He is an asset for clients, particularly seniors.”

Furey’s primary duties are to help HFA clients with tax planning and preparation. His expertise concerning executive compensation tax implications, stock options and restricted stock, 401(k), pension plans and employee benefits is essential in guiding clients to financial goals and comfortable retirement. In addition, Furey’s knowledge of the intricacies of incentive programs and deferred compensation is beneficial in the tax planning process. He is a volunteer preparer through the AARP tax aide program. “I enjoyed learning how to apply HFA’s state-of-the-art software to my job. I first came here as a seasonal tax preparer and it evolved into an exciting and challenging year ‘round position,” concludes Furey.

Furey was an executive for Campbell Soup Company for more than 25 years. He served as vice president and corporate secretary for 18 years and received Campbell’s prestigious Influence with Honor leadership award. He holds a bachelor’s of science degree in business administration from Villanova University. He earned a doctor of jurisprudence and master of laws in taxation from Villanova, as well. Furey and his wife Jill reside in Villanova.

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 tripled in size. Employees include client relationship managers, financial planners, insurance and tax specialists, investment analyst and an information services manager. Two years ago, HFA was selected as 2012 Small Business of the Year by Chester County Chamber of Business & Industry. For more information, visit its website at www.petehoover.com or call 610.651.2777. To reach Furey, call the tax department at 610.651.2777 (Ext. 123).