SERGE TINOVSKY
Since 1994, Serge has been implementing holistic approach to help individuals, families and business owners crystalize, achieve and protect their long-term objectives. In building his own practice, he has a concrete understanding of how to implement tax efficient growth and distribution strategies in working years and retirement.
His experience and ongoing education bring valuable insight to his clients in areas of retirement planning and deferred compensation, investment advisory services, business continuation and succession planning, estate and legacy planning, and comprehensive benefit management.
Serge earned his Retirement Income Certified Professional® (RICP®) designation from American College of Financial Services. The RICP® educational curricula is one of the most complete and comprehensive programs available to professional financial advisors looking to help their clients create sustainable retirement income. He is a Life and Qualifying Member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Prior to his work in financial services industry, he studied Risk Management and Insurance at Temple University in Philadelphia.
When not in the office, Serge enjoys spending time with his wife, Marina, their kids, Kristina and Nathan, and grandson Joseph. He also enjoys traveling, hitting the slopes and cheering for his favorite Philadelphia sports teams.