Jack Morrone
Registered Representative, General Securities Principal, LPL Financial
- Role
- CPA, Cfp, Pfs at One Financial Services
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
About Jack Morrone
I have over 30 years experience helping individuals and businesses in the areas of tax…
Experience
CPA, Cfp, Pfs
Feb 1998 — Present
Jack is the co-founder of One Financial Services. Jack has a passion for his work that has been evident since 1984 when he embarked on his path as a financial service professional. He strives to help his clients more clearly understand their situation and the realistic options that are available to them.His multiple professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) identify him as an individual who has met the education, examination, experience and ethics standards established by both the State Board of Accountancy and the Certified Financial Planner Board of Standards. Jack is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the Financial Planning Association (FPA). Jack is Series 7, 24, and 63 registered through LPL Financial, and holds a Pennsylvania resident life, health and disability insurance license.Several non-profits organizations take a prominent place in Jack’s life. He currently serves on the board of directors for the following organizations: LifePath Foundation, LifePath Corporation and The Miracle League of the Lehigh Valley. Each of these organizations has a role in the life of an individual with developmental disabilities and cognitive impairment. These organizations are important to him because of his responsibilities as a parent of two children with special needs.Jack is married to Leslie, a licensed Pennsylvania real estate professional and a REALTOR®. Together they have three children- Anthony, Gina and Dominic.
Education
Lycoming College
BA, Accounting
1980 — 1984
Skills
- Estate Planning
- Retirement
- Strategic Financial Planning
- 401k Rollovers
- Fixed Annuities
- Mutual Funds
- Financial Planners
- Wealth
- Financial Advisory
- Roth Ira
- Simple Ira
- Insurance
- Long-Term Care
- 401k
- Investments
- Retirement Planning
- College Funding Strategies
- Small Business
- Wealth Management
- Disability Insurance
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