Scott Levin Earns Master Certified Estate Planner (MCEP ®) Certification

Please join us as we congratulate Scott Levin on his newest designation. Scott officially earned the MCEP® certification in August 2021. Scott now has earned the right to be called a Master Certified Estate Planner (MCEP®) Professional. MCEP® required candidates to have previously earned the Certified Estate Planner (CEP®) Designation and be in good standing with NICEP. We look forward … Read More

Bob Moore and Emma Brumbaugh Earn Financial Paraplanner Qualified Professional SM (FPQP ®) Designation

Please join us as we congratulate Bob Moore and Emma Brumbaugh on officially earning the FPQP® designation.  The FPQP® is an industry recognized designation that empowers those who are just starting out in their financial planning career.  It provides a broad, practical knowledge of all the main aspects in personal financial planning.  As a Financial Paraplanner Qualified Professional SM (FPQP®), … Read More

APS Adds 2 Veteran CFP® Professionals to the Wealth Planning Staff

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 … Read More

Robert Moore Joins APS’ Client Service Team

Robert (“Bob”) Moore joined Asset Planning Services, Ltd. as a Client Services Administrator in January 2021. As a Client Services Administrator, Bob supports the Client Services team with data management, report creation, client service maintenance items, and problem resolution.  In this role, Bob will also assist with several major strategic initiatives for APS.  Prior to his role at APS, Bob … Read More

Emma Brumbaugh Joins APS

Emma Brumbaugh joined APS in September 2020 as an Administrative Assistant to the Operations Department and the Financial Planning Department.  Emma is a 2011 graduate of Juniata College, where she received a Bachelor of Science in Marketing. Prior to joining APS, Emma was an Executive Assistant to the Chairman & CEO of CCA Industries, in Penn Valley, Pennsylvania.  Emma began … Read More

Play Ball!

Welcome sports fans!!! This is a big week for Major League Baseball. With Opening Day(s) set for Thursday and Friday.  This is four months later than what was to be the earlier-than-ever Opening Day of March 26.  It will be a short season: just 60 games. The rosters will be short: some players are sitting out the season and others … Read More

Asset Planning Services Elects Two New Board Members

Harleysville, PA (June 2020) – Asset Planning Services (APS) is pleased to announce the election of Daniel Esquirell, Director of Financial Planning at APS, and Bethany Landis, Director of Client Service at APS, to the Board of Directors. “I am pleased to welcome Dan and Bethany as new Board members” said Richard Volpe, Founder and President of APS. “These individuals … Read More

Big Brother

June 8, 2020 In late 1948, George Orwell completed his literary classic 1984. The most unforgettable phrase from Orwell’s government-controlled surveillance society was “Big Brother Is Watching You”. Interestingly, there were 36 years from 1948 to 1984, as well as from 1984 to 2020. Numerology anyone? Now 72 years later, we have surrendered our privacy to omnipresent cameras supported by … Read More

Half Empty… Half Full

May 20, 2020 Viktor Frankl was an Austrian neurologist and psychiatrist as well as a World War II Holocaust survivor.  In the midst of the Nazi concentration camp atrocities that took the lives of his wife, parents and brother, he was able to maintain emotional balance by choosing his response… an exercise of a freedom that could not be taken … Read More