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ROBERT P. PRETOPAPA, CFP® AWARDED 2024 ADVISORHUB ADVISOR TO WATCH
[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.
“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.
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