CFP®, CMFC®
David E. Rathgeb CFP®, CMFC, has excelled in the financial services industry since 2001 and earned his CFP® designation in 2012. Specializing in asset management and financial planning, Dave works with individuals, families, and business owners guiding them in all phases of the financial planning process.
A resident of Berks County since 1998, he is a member and Past President of the Amity Township Lions Club, former board member of the Daniel Boone School District and the Amity Township Park and Recreation Board. Married with two children, Dave spends most of his time with family and friends and supporting his community. One secret fact about Dave is that he holds a degree from The Restaurant School in Philadelphia and enjoys breaking bread with clients whenever possible. Dave is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Steve Miller
Steve has resided in the Berks County Pennsylvania area for the past 30 years and is married with 4 daughters and 2 grandchildren and is active in his community as a member of the local Lions Club and the Eastern Berks Business Alliance. Since 1994 Steve has been successfully addressing the financial needs of small business owners, professionals and families serving as their financial advocate. Utilizing a holistic approach to financial planning Steve helps ensures that all areas of his clients’ financial plan are working in concert to help increase protection, wealth and control of their assets. Outstanding service and annual face to face client reviews are two of the cornerstones of his business and help to ensure that the clients plan remains on course. Steve strives to take an objective approach in the selection of products designed to help his clients achieve financial independence by maintaining his status as an independent advisor with no direct affiliation with any insurance or financial institution. Steve is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with MEI Financial Solutions, a member of Mid-Atlantic Retirement Planning Specialists, or any other entity listed herein. Kestra IS and Kestra AS do not provide tax or legal advice.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.
Any website links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
10 Hearthstone Ct
Suite 200
Reading, PA 19606
