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Dave Gueriera

Head Football Coach @Malvern Preparatory School

West Chester, PA, US
EMAILS
[email protected]
MOBILE NUMBERS
+16•••••••76

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WORK HISTORY

Feb 2017 — Present

Head Football Coach @Malvern Preparatory School

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EDUCATION

1996 — 2000

Penn State University

BA

1992 — 1996

Cardinal O'Hara High School

Diploma

SKILLS

LeadershipEmployee BenefitsFinancial PlanningPensionsCustomer Service401kRetirementStrategic Financial PlanningLong-Term CareAsset ManagementContract NegotiationLife InsuranceFinanceFinancial ServicesFinancial AnalysisFinancial AdvisoryDisability InsuranceRetirement PlanningLong Term Care InsuranceDatabase AdministrationTeam BuildingTerm Life Insurance401(K) Retirement Savings PlansPersonal FinanceSmall BusinessSecuritiesEstate PlanningFixed AnnuitiesMicrosoft OfficeSalesSeries 63MarketingInvestmentsBusiness DevelopmentWealth ManagementStrategic PlanningProposal WritingSeries 7Investment AdvisorySeries 6

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.

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