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Our financial advice team


Mary Zwarych

Mary Zwarych

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Richards, Meli & Associates
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 10 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies

Interests

  • Hockey - I love the Flyers (yay - hockey's coming back!) I'm a proud Phantoms Season Ticket Holder. We are a hockey family and are so proud of my nephew who is an awesome goalie
  • Travelling to warm places with sandy beaches. Some of my favorites - Aruba, Bahamas, Punta Cana and Cancun. I also love "The shore" - Avalon, Stone Harbor and Cape May
  • Great food and wine - I love to cook and am a bit of a foodie who likes trying new recipes
  • Kickboxing - one of my very good friends is an instructor and I realized I like to punch and kick (a target) to relieve stress

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science, The Pennsylvania State University

Community participation

  • Cooking Matters - I teach weekly classes that promote healthy eating and cooking skills to children, teens and families in the Lehigh Valley.
  • Committee member for Empty Bowls fundraiser for Second Harvest
  • "SHE's Unstoppable" Girls' Conference - empowering middle school-age girls to realize they will change the world! This is an opportunity for girls to learn to become change-agents in a safe and supportive environment.