|Charles Mann, CFP, CRPC
||Charles Mann has been developing and implementing retirement strategies for over fifteen years as an independent wealth advisor. Because many people are unprepared for retirement, Charles felt the desire to teach an adult education class and share his financial planning knowledge with others. Since 2010 he has been teaching Retirement Planning Today at Penn State Great Valley & Montgomery County Community College in the spring and fall semesters. The class has been very well received by the community and Charles brings real world experience through his years of working with individual clients. Charles is a CERTIFIED FINANCIAL PLANNER practitioner and a CHARTERED RETIREMENT PLANNING COUNSELOR designee. He holds series 7, 66 and 24 registrations, as well as insurance licenses for life insurance and annuities in the states of Pennsylvania, California and Florida. Charles lives in Phoenixville with his wife Marjorie and their four children. He is very active in his children's lives as well as in his church community at Calvary Chapel of Chester Springs, Pennsylvania. His hobbies include playing golf and tennis, playing the piano, reading, travelling and spending time with his family.
||Marjorie Wentz has been an Investment Adviser Representative for three years. Prior to entering the financial industry, Marjorie owned multiple businesses in the Chester County area. She is very involved in the community and currently sits on the executive board of the Greater West Chester Chamber of Commerce. She has recently completed her term on the board of Rotary Club of West Chester. Marjorie founded a philanthropic group in the area called 100+ Women Who Care Chester County. She enjoys tennis, running, cycling, traveling with her family, and spending time with her granddaughter.