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Frequently Asked Questions

What is financial planning and why do I need it?
HOW DO WE WORK WITH YOU?
HOW DO I GET STARTED?
HOW MUCH MONEY DO I NEED TO START?
I’M NOT SURE WHAT SERVICE IS BEST FOR ME. DO I NEED PLANNING OR A PROJECT?
DO I NEED TO LIVE IN PHILADELPHIA TO WORK WITH YOU?
WHAT IS A CERTIFIED FINANCIAL PLANNER™?


Our Team at Vicus Capital


Kimberli Fleck, Esq Photo

Kimberli Fleck, Esq

General Counsel & Chief Compliance Officer
David Rosenblatt Photo

David Rosenblatt

Portfolio Manager
Rob Hinson Photo

Rob Hinson

Investment Management Operations Analyst
Jennifer Bohlman Photo

Jennifer Bohlman

Advisory Client Services Associate
Jacqueline Trezza Photo

Jacqueline Trezza

Director of Operations
Mike Corcoran  Photo

Mike Corcoran

Case Manager, Risk Management Division
Ron Lutz Photo

Ron Lutz

Director of Information Technology

See their FINRA BrokerCheck background reports here.