Michael C. Rothrock, CFP®, LUTCF

Financial Advisor

1847Financial
5290 W. Coplay Rd.
Whitehall, PA 18052

Licenses and Certifications:

  • Series 7 General Securities Representative
  • Series 24 General Securities Principal
  • Series 63 Uniform Securities Agent State Law Exam
  • Series 66 Uniform Combined Registered Investment Advisor
  • Investment Advisor Representative
  • Life, Accident & Health Insurance Agent License
  • Life Underwriting Training Council Fellow
  • Insurance & Securities Licensed In: Pennsylvania, New York, New Jersey, Delaware & Texas

Education

  • Bachelor of Science – East Stroudsburg University of Pennsylvania
    • Graduated May 1995
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Professional History

  • 1847Financial – Financial Advisor (2014 – Present)
  • PennWood Financial Group – Office of MetLife – Financial Planner (2012 – 2014)
  • Creative Financial Group – Office of MetLife – Managing Associate (2009 – 2012)
  • East Penn Financial – Office of MetLife – Financial Planner (1999 – 2009)
  • Atlas Capital Management – Stock Broker (1995 – 1999)

Past and Present Professional Organizations and Committees

  • Board of Directors for Building Educational Support Teams, Inc.
  • Member of the Board of Trustees for Lehigh Valley Academy, Inc.