Financial Education

I am proud to say that I am a member of SOFA. We are a speakers bureau providing financial education throughout the United States. Educational services provided to any private or public organization that is interested in making their constituents more aware of financial issues. We offer education on over 35 financial topics and will customize our presentation to accommodate any group. Topics range from asset allocation to medicare in nature, literally anything financial. Please watch the video to get a better idea of how and what we do for you.

Download our information packet click here

-Roy Innella
610-695-8748

Pick a time on my calendar to set up a meeting to get started with your group click the box below.

 Investment advisory services offered through Wealth Watch Advisors, a SEC registered investment advisor.  Wealth Watch Advisors and The Wealth Advocate are independent of one another.  Both Wealth Watch and The Wealth Advocate only transact business in states where they are properly licensed or exempt by regulation.  Please note, that registration with the SEC does not denote a certain skill level or guarantee the success of any investment strategy.

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