Achieving your goals It starts with insightful advice
Kenneth G. Catanella, CIMA®
Managing Director - Wealth Management
Senior Institutional Consultant
Senior Retirement Plan Consultant
Visit The Catanella Institutional Consulting Team
Visit The UBS Institutional Consulting Group of Philadelphia
215-972-6826
UBS Financial Services Inc.
1735 Market Street
35th Floor
Philadelphia, PA 19103
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
Insights