W Shertzer Email & Phone Number
Board Member @ Black Rock Retreat
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W Shertzer Location
- Mount Joy, PA, US
W Shertzer Work
- 2017 - now Board Member @
- 2011 - now Managing Partner at Stewardship Advisors LLC a Registered Investment Advisor @
- 2001 - 2012 Board Member and Treasure @
- 1995 - 2011 Owner-Financial Planner and Investment Advisor @ Norlanco Financial LLC
W Shertzer Education
- The American College of Financial Services
(Finance)
W Shertzer Skills
- Investment Advisory
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Investment Strategies
- Investment Management
- Estate Planning
- Mutual Funds
- Retirement
- Portfolio Management
- Securities
- Alternative Investments
- Wealth Management Services
- Personal Financial Planning
- Investments
- Finance
- Strategic Financial
- Personal Financial
W Shertzer Summary
- W Shertzer, based in Mount Joy, PA, US, is currently a Board Member at Black Rock Retreat. W Shertzer brings experience from previous roles at Stewardship Advisors, LLC, BlackRock Retreat and Norlanco Financial LLC. W Shertzer holds a The American College of Financial Services. With a robust skill set that includes Investment Advisory, Retirement Planning, Strategic Financial Planning, Wealth Management, Investment Strategies and more. W Shertzer has 1 emails on RocketReach.
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