Dave Gueriera
Corporate Benefit Advisor/Head Football Coach at Malvern Prep
- Role
- Head Football Coach at Malvern Preparatory School
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
About Dave Gueriera
Wharton Wealth Management (WWM) is an independent firm providing comprehensive consulting services to individuals and owners of closely held businesses. At WWM, we assist our clients in areas relating to Retirement, Estate and Cash Flow Planning, as well as the determination of Investment Objectives and formation of Asset Allocation. We provide our clients with the guidance needed to create, grow, protect and distribute their assets with an emphasis on tax efficiency. In addition, we keep our clients updated on the changes in tax laws and proliferation of financial products.
Experience
Head Football Coach
Feb 2017 — Present
Education
Penn State University
BA
1996 — 2000
Cardinal O'Hara High School
Diploma
1992 — 1996
Skills
- Leadership
- Employee Benefits
- Financial Planning
- Pensions
- Customer Service
- 401k
- Retirement
- Strategic Financial Planning
- Long-Term Care
- Asset Management
- Contract Negotiation
- Life Insurance
- Finance
- Financial Services
- Financial Analysis
- Financial Advisory
- Disability Insurance
- Retirement Planning
- Long Term Care Insurance
- Database Administration
- Team Building
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Personal Finance
- Small Business
- Securities
- Estate Planning
- Fixed Annuities
- Microsoft Office
- Sales
- Series 63
- Marketing
- Investments
- Business Development
- Wealth Management
- Strategic Planning
- Proposal Writing
- Series 7
- Investment Advisory
- Series 6
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