Tuesday, February 16, 2021: APS is excited to announce the addition of two veteran CERTIFIED FINANCIAL PLANNER™ professionals to our Wealth Management staff.
Scott Levin, JD, MBA, CFP®, ChFC®, CAP® and Tim Ferko, CFP®, ChFC® join APS’ staff of growing credentialed, in-house, and experienced wealth management professionals.
This further supports our ongoing commitment to PARTNERS and ASSOCIATES clients to provide additional depth of wealth management expertise and support to each individual client relationship, all under one roof.
Please join us in welcoming Scott and Tim to our team. More information on their background is included below.
Scott Levin, JD, MBA, CFP®, ChFC®, CAP®, is a Wealth Planning Associate at Asset Planning Services, Ltd. He began his career in the financial services industry in 1997, following several years working in tax preparation, planning, and research with a CPA firm. In addition to more than 20 years of personal financial planning experience, Scott has engaged in all facets of estate planning at the Federal and State level.
Scott is a 1989 graduate of The Pennsylvania State University where he earned a Bachelor of Science degree in Accounting. He then attended Villanova University, where he received a joint JD and MBA degree.
In 1998, Scott earned the CFP® certification from the Certified Financial Planner Board of Standards. In 2001, Scott received the Chartered Financial Consultant (ChFC®) certification, and the Chartered Advisor in Philanthropy (CAP®) in 2003, both from the American College. He adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.
Scott has been married to Stacey since 1996, and they have two children. He is active in the Rescue Community assisting to promote the adoption of dogs and cats from shelters and rescues. Scott has coached baseball and basketball for many years, and both he and Stacey are patrons of the arts.
Tim Ferko, CFP®, ChFC® is a Wealth Planning Associate with Asset Planning Services, Ltd. He began his career in the financial services industry in 1995 working with The Vanguard Group in Malvern, PA. During Tim’s 11-year tenure, he held various advisor and management positions within the Institutional and High Net Worth Department. In 2006, Tim founded an Allstate agency in Shillington, PA. to offer risk management and investment advisory financial services to clients. Tim sold his firm in mid-2020.
Tim graduated with honors from the University of Pittsburgh in 1995 with a Bachelor of Science degree. In 2006, he received his Property and Casualty, Life, Health, and Annuity licenses from the Pennsylvania Insurance Department. In 2008, Tim earned the CFP® certification from the Certified Financial Planner Board of Standards as well as the Chartered Financial Consultant (ChFC®) certification from the American College. He adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.
Tim currently resides in Collegeville, Pennsylvania with his wife, daughter, and son. His hobbies include playing golf, reading, and spending quality time at home with friends and family.