Patricia A. Marschner

AIF®, CRPC® Financial Advisor (717) 975-8800

Patricia A. Marschner Specializes In:

  • Retirement planning
  • Business Retirement Planning
  • Social Security Planning
  • Financial Planning
  • Comprehensive Financial Planning
  • Long Term Care Planning
Location

Camp Hill, PA

Licenses

FINRA Series 6,63,65; Pennsylvania Life/Health & Variable Annuity License

Bio

Patricia began her career in the financial services industry in 2008.  Her core passion has always been rooted in helping others. Growing up, she learned budgeting from her mother and this has helped her to develop a focus on Financial Planning. Helping people learn how to plan and save for their future is a focus of how she works with clients.

Having owned several small businesses in the health and fitness industries, Patricia understands the needs and challenges that face today’s business owner. One of her passions is helping business owners with their 401(k)’s, SIMPLE IRA’s, and other company retirement plans. She is committed to servicing her retirement plan participants, just like she services her individual clients. Being accessible and providing information that people didn’t know they needed, is always her goal for her company retirement plan participants as well as her personal clients.

Patricia currently holds her FINRA Series 6, 63 and 65 licenses as well as her Health/Life/Accident insurance license.  She has obtained her Chartered Retirement Planning Counselor designation (CRPC®), her Accredited Investment Fiduciary designation (AIF®) and is certified to sell Long Term Care Insurance.

Patricia loves the Lord and both she and her husband are very active within their church. When she’s not helping clients, she enjoys spending time with her family, in her garden or immersed in music.  She plays four instruments and also likes to write her own music. In addition, Patricia and her husband enjoy riding their motorcycle and spending time with their three children and six grandchildren.

 

Check out the background of investment professionals on FINRA’s

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

2020 Free Community Shred Day!

Join CWA for our FREE Community Shred Day! Saturday, July 18th Trinity Lutheran Church (Par...
Read More

Mick Jagger is having a great retirement; 3 ways that you can too

June 24, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors So guess what?  The Rolli...
Read More

Top Three Questions on the Paycheck Protection Program

April 28, 2020 | Lena Rizkallah, JD, CRPC® - Conte Wealth Advisors If you’re a small business...
Read More