C. Drew Wetzel
CERTIFIED FINANCIAL PLANNER ™
Drew Wetzel is a CERTIFIED FINANCIAL PLANNER™ professional who has been helping clients achieve their financial goals and objectives since 2012.
Drew is passionate about helping clients achieve their financial goals and making the most out of their financial assets. He enjoys working with young professionals, pre/post retirees, and business owners. Many of these clients have experienced a major life change including inheritance, business sale, retirement, divorce, or loss of a spouse.
Drew has almost a decade of experience in the financial services industry and has worked for some of the world’s largest and well-respected firms, allowing him to bring a well-rounded and deep level of knowledge to his client relationships. At his prior firm, Morgan Stanley, he qualified for a company-wide recognition program by maintaining a high level of excellence in working with clients.
As a CERTIFIED FINANCIAL PLANNER™ professional, Drew holds himself to the industry’s highest standards when working with clients. He uses a fully transparent approach where he considers his clients’ full financial picture before offering advice as opposed to narrowly focusing on one area. Drew thinks of himself as the CFO of his clients’ financial situation and often coordinates with his clients’ accountants and attorneys. He prides himself on making the complex simple when helping clients make well-informed decisions about investments and retirement planning- providing them with greater financial clarity, confidence, and security.
Drew graduated from Clarion University of Pennsylvania with a bachelor’s degree in accounting and finance. He is a native to the State College Area and values the local community. He is a current member and Past President of the State College Rotary Club, Ambassador for the Centre County Chamber of Business and Industry, and Co-chair on the New Leaf Initiative. Drew has earned recognition through his community involvement by being named one of the “Top People Under 40” in Central Pennsylvania through PA Business Central.*
When he’s not working, Drew enjoys spending time with his family, hiking, exercising, traveling, and attending PSU sporting events. He and his wife, Irene, have a goal to travel to all 50 U.S. states. Drew resides in PA Furnace with his wife Irene and young daughter Ellie.
* This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with PA Business Central. Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.