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King Financial Partners Welcome Drew Wetzel, Certified Financial Planner

  • Post category:Company News

King Financial Partners is delighted to announce that Drew Wetzel has joined our team as a Certified Financial Planner™ professional. This is the perfect time for Drew to join us as we look forward to more growth in 2021 and beyond.

Drew brings an accomplished background to King Financial Partners. With almost ten years of experience helping clients achieve their financial goals, Drew has worked for some of the world’s largest and most respected wealth management firms, including Morgan Stanley where he qualified for their national recognition program.

Because of Drew’s extensive experience in financial planning, he is ready to start helping clients from day one. With his knowledge in retirement planning, investment planning, and portfolio management, he can assist clients at King Financial Partners in a wide variety of areas. He treasures relationships with clients and strives to provide the best service and advice.

Tom King, the owner of King Financial Partners, describes Drew as an excellent fit for many reasons. “Drew brings a deep knowledge of the industry and demonstrated expertise in helping people plan for and thrive in retirement,” Tom said. “His dedication and his focus on taking the stress out of planning align with our values, and we look forward to working with him and supporting his growth at King Financial Partners.”

For Drew, the opportunity to join King Financial Partners is exciting. “I can’t wait to get started,” he said. “My main goal is to help financial planning feel less stressful and provide greater peace of mind. I think of myself as the CFO of a client’s financial picture, and I see clients as part of my extended family. Once we work together, I’ll do everything I can to help you.”

Drew has a BS in both Accounting and Finance from Clarion University of Pennsylvania. He’s currently an Ambassador for the local Chamber of Commerce, Past President of the State College Rotary Club, and Co-chair of New Leaf Initiative. He lives in Pennsylvania Furnace with his wife Irene and young daughter Ellie. When he is not working or involved in the community, he enjoys spending time with family and traveling.

Raymond James is not affiliated with the mentioned organizations.