Andrew Rosen


Peter Hackenbrack, CRPC®, AIF®

Lifelong Financial Advisor

As a dedicated Financial Advisor, a Chartered Retirement Planning Counselor (CRPC®) and Accredited Investment Fiduciary (AIF®) for Diversified Lifelong Advisors, Pete Hackenbrack is committed to working with Diversified’s diverse portfolio of clients in helping them reach their financial goals.

Pete has extensive training in the award winning financial planning tool eMoney, Morningstar analytics for a wide variety of security classes, Salesforce, a well-known and robust customer relationship management system and Orion Advisor Services, a portfolio accounting and management tool.

Pete leverages this bank of knowledge to the sole advantage of Diversified’s clients to aid in the pursuit of their financial objectives based on their risk tolerance through customized investment strategies.

Prior to joining Diversified, Pete served as a Financial Advisor for RZ Wealth and Securian Financial Services. A graduate of California University of Pennsylvania, Pete held the Series 7, Series 63 and 65 securities licenses. He currently holds the Pennsylvania Resident Life, Accident and Health Insurance licenses. Pete and his fiancé Meg reside in Conshohocken area.

 

*CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® and CRPS®, CHARTERED RETIREMENT PLANS SPECIALIST are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or CFP (with flame logo)® or CRPS® certification marks. CFP® and CRPS® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as a CFP® Board Registered Program, have met its ethics, experience, and examination requirements.
*AIF®, The Accredited Investment Fiduciary Designation. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.

Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.