ADVISOR BIO

Aaron Harken is an investment advisor representative with CGI Wealth Advisors, Inc., located in Frazer, Pennsylvania. Aaron is a registered investment advisor in Pennsylvania, and has been in the industry for over twenty years. Previously, Aaron worked for Commonwealth Financial Network and FSC Securities Corporation. Aaron has a Series 6, 7, and 63 license.

SPECIALIZATIONS

ADVISOR BIO

Vance Bradley Palmer is an Investment Advisor Representative at CGI Wealth Advisors, Inc. and CGI Plan Advisors, Inc. with over 38 years of experience in the financial industry. Vance has a history of working with both individual and institutional clients. Vance’s focus is on providing financial planning services, including investment management. Vance holds the Series 7, Series 24, and Series 63 licenses. Vance holds a special designation as a Certified Financial Planner™ (CFP®). Vance is based out of the Frazer, Pennsylvania office of CGI Wealth Advisors, Inc. and CGI Plan Advisors, Inc.

SPECIALIZATIONS