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35 years old
Philadelphia
Last Login: 8/21
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About Me | Company Summary | Mission Statement | Additional Info
Al Benelli, Financial Planning Expert of BoomerLiving
A.T. “Al” Benelli, CFP™, FIC, Boomer Living.com Director, CBLC (Certified BoomerLiving®Consultant), is a Certified Financial Planner™ practitioner and founder of The Merlin Group, a values-based financial services company located in Trooper, PA. Al spent 10 years as a registered representative of Lutheran Brotherhood and served as Regional Vice-President of Faith Financial Planners, Inc. serving the needs of the Judeo-Christian community.
An engineering and business major from Penn State and St. Joseph’s Universities, Al continues his education through the American College in Bryn Mawr, PA.
Al is a Life member of the Million Dollar Round Table and a former director of the National Association of Insurance and Financial Advisors. A member of Lodge #620, F&AM, and a judge of elections in Montgomery County, Al serves on the board of the Mercy Volunteer Corps. He is a financial newspaper columnist, a radio talk-show host and has been featured on network television.
Al is recognized as a popular local, national and international speaker, addressing industry conferences, fraternal and civic groups. A former professional racecar driver his energy & competitive spirit make for an interesting approach to the world of business and finance.
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About Me | Company Summary | Mission Statement | Additional Info
About Me | Company Summary | Mission Statement | Additional Info
About Me | Company Summary | Mission Statement | Additional Info