[Bethlehem, PA] — [July 15, 2024] – Robert P. Pretopapa, CFP® was recently honored by AdvisorHub as a 2024 Advisor to Watch: Top 100 Next Gen for his contribution to great growth and a commitment to professionalism. This group of awardees are the largest and fastest-growing practices managed by advisors under the age of 45 whose dedication to service has helped them win clients and grow assets.

“It is an honor to be recognized for the work we do to support our clients, our employees and the Lehigh Valley community,” said Pretopapa. “At One Financial Services, we are committed to providing independent and personalized financial guidance that helps our clients pursue their unique financial goals. We are proud to be able to contribute to our clients and our community’s success.”  

Pretopapa has been providing financial services to the Lehigh Valley community for over 15 years. The firm offers a full range of financial services, including retirement and financial planning, special needs and education planning as well as tax planning. Along with Pretopapa, One Financial Services includes: Principal and Co-Founder Emilio “Jack” Morrone, CPA, CFP®, PFS®; Wealth Advisor Robert “Chuck” Schubert, CPA, PFS®; Wealth Advisor Robert D. Livingston, CFP®, CKA®; Associate Wealth Advisor Janelle E. Hendershot, CFP®; and Associate Wealth Advisor Matt McBride with offices in Allentown and Bethlehem. 

Pretopapa is a financial professional affiliated with LPL Financial, a firm that supports financial advisors—whether they work as independent business owners, with an RIA firm, or at a financial institution—so they can deliver great advice and run a thriving business. LPL provides technology, investment solutions, and services to support these financial professionals and their clients.

Nominees are required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism.  The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

About One Financial Services

One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their complete range of planning services in the areas of retirement, estate, special needs, education, and taxation planning.

They have offices in Allentown and Bethlehem, PA. Their Allentown office is located at 1605 N Cedar Crest Blvd., Suite 515. Their Bethlehem office is located at 3101 Emrick Blvd., Suite 217. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.

 

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 550 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

 

Information provided to TVL by:
Ashley Lorah