Jo Ann Morgano, MBA®, CRPC®, BFA®

Areas of focus

• Retirement Planning Strategies
• Wealth Preservation Strategies
• Women’s Financial Strategies
• Investment Management
• Financial Strategies for LGBTQ Couples and Families
• Social Security Retirement Benefits
• Insurance

Qualifications 

• BFA™ Behavioral Financial Advisor
• CRPC™ Chartered Retirement Planning Counselor™
• MBA Master of Business Administration

Professional associations

• National Association of Women Business Owners

Community participation

• American Heart Association
• Beacon Networking for Life
• Chaine des Rotisseurs
• Drexel University Alumni Association
• Food Bank of South Jersey
• Impact 100 of South Jersey
• National Association of Women Business Owners
• Sacred Heart Church
• UNICO
• Women, Words and Wisdom

Interests

• European Travel
• World War II History
• Top World Museums
• Creative Cooking without Recipes
• Entertaining and Dining