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Gerald D. Fahey, CFP®, EA

Financial Planning Manager

gerald d fahey

Jerry joined Hoover Financial Advisors in 2013 to help clients develop and implement their personalized financial plan. In working as a CFP® professional for many years, he is adept in numerous financial planning disciplines including life, disability and long-term care insurance planning, investment planning, college education funding, wealth accumulation and retirement planning.

Jerry earned a Bachelor of Arts degree in Economics from the University of Massachusetts/Amherst, a Graduate Certificate in Financial Planning from Boston University and has been a Certified Financial Planner practitioner since 2004. He also has a PA Life, Accident and Health insurance license and the Enrolled Agent designation, enrolled to represent taxpayers before the IRS.

Jerry is a resident of Malvern, PA with his wife Stephany and has three children: Devin, Alexandra and Liam. A dedicated advocate of giving back to the community, he is a Board Member and Treasurer of Phelps School in Malvern, PA and a coach in the Great Valley Basketball League. He is both a sports and culture enthusiast who enjoys golf, music, reading and fitness.

Nobody cares how much you know, until they know how much you care.
Theodore Roosevelt

Financial Planning

August 17, 2017 / Gerald D. Fahey

Annuities: Friend or Foe?

Clients sometimes ask us about annuity products, such as should they buy one or not or in the case of one already owned, is it best to keep it or […]

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