NEW HOPE, Pa.--(BUSINESS WIRE)--Lisa (Bodine) Policare, MBA, an independent financial advisor at Penn Wealth Planning, LLC in New Hope, PA, was recently recognized as one of the Top 200 Women Advisors by Forbes, a prominent national business magazine.
Advisors are selected for the Top 200 Women Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors are assessed on a variety of criteria, including years of experience and assets under management.
“On behalf of LPL, I congratulate Lisa (Bodine) Policare on receiving this outstanding distinction,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Lisa’s focus on building lasting relationships with her clients has enabled her to build a successful, independent, female-owned business and demonstrates the value a financial advisor has in helping Americans work toward their financial goals. We are proud to be able to support Lisa and wish her continued success.”
Lisa (Bodine) Policare has been providing independent financial planning services to clients for 20 years. Policare provides a full range of financial services, including retirement and financial planning and investment management with a deep integration of tax planning.
About Penn Wealth Planning, LLC:
Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus on your best interests at all times without bias. We take the time to learn about you, your goals and objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. These are just a few of the considerations that differentiate Penn Wealth Planning and contribute to our unparalleled reputation for developing meaningful, long-term client relationships built on trust.
Lisa (Bodine) Policare is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to $509 billion in advisory and brokerage assets as of December 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of December 31, 2016. LPL also supports approximately 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
**Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC**
LPL Financial, Penn Wealth Planning, LLC and Forbes magazine are separate entities.