About Merra Lee Moffitt

Merra Lee Moffitt, CMFC, AWMA, CFP®, AIF®
“with sincere appreciation for how hard you work for your money”

Qualifications:

  • Accredited Wealth Management Advisor – with an enduring passion for helping people create & enhance prosperity for themselves & their families
  • 19 years comprehensive business experience starting, building, and running my own 40-person service company
  • AIF®- can assist with all your fiduciary needs
  • 384 written financial plans for business owners and families – finding the path, showing the path, then walking the path
  • Licensed in various states to sell Mutual Funds, Annuities, Life, Disability and Long Term Care insurance
  • Raised on a farm in Oley, PA where hard work & honesty is the way of life
  • Columnist to Reading Chamber’s Small Biz Matters, Past columnist in The Berks County Medical Record and Small Business Administration Success Connection

Philosophy:
Merra Lee believes that financial planning is about a person’s values, not just their money. Her focus is on protecting your purchasing power, not simply the principal. She feels it is important to develop the right retirement plan for your situation using techniques to manage taxes, access to money, market volatility, and adverse possibilities.

Everything you need and all you want to do – plan to have it. Would you build a house without a blueprint or plan a road trip without a map?

“While 65% of my clients are business owners, the others are their parents, employees, brothers, sisters, and grown children they’ve referred. I’m both honored and humbled to be entrusted with their families’ futures.”

Practice Focus
Financial Planning
Retirement Planning
Wealth Management
College Planning Choices
Business Retirement Plans
Tax Reduction Planning
Retirement Income Strategies
Protection Strategies
Estate Planning

Education/Certification
CFP ®, College of Financial Planning
Accredited Wealth Management Advisor (AWMA)
Chartered Mutual Fund Counselor (CMFC)
Bachelor of Science, Psychology & Computer Science, Millersville University, PA

Affiliations
S.C.O.R.E – Counselor, Trainer
Greater Reading Chamber LEADS Chapter President
Reading Area Insurance & Financial Advisors
Professional Referral Exchange, Past President
Financial Planning Association

CFP ® and Certified Financial Planner TM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Securities offered through LPL Financial. Member FINRA/SIPC