OUR QUALIFICATIONS


The Osgood Guarantee

Both Osgood's offer you their personal guarantee to listen carefully, ask questions, treat each Client as an individual and act with a sense of urgency in your behalf, all to help you reach your life and financial goals. We are Client centered financial advisors who consider money as a means to an end, but not an end in itself.

Al Osgood's Qualifications
  • CERTIFIED FINANCIAL PLANNER™ professional (since 1983)
  • M.B.A. degree (Marketing & Finance)
  • 30+ years of comprehensive financial planning, asset allocation, and investment management experience
  • Member Financial Planning Association
  • Member Paladin Registry, 5 star FADD™ certified advisor
  • Registered Investment Adviser Representative (SEC)
  • Pennsylvania Real Estate Broker. Substantial personal experience with the acquisition, operation and sale of single and multi-family residential real estate properties
  • 20+ years of marketing and business experience as a management executive with a Fortune 50 company
Al Osgood, Jr.'s Qualifications
  • CERTIFIED FINANCIAL PLANNER™ professional
  • B.S.B.A. degree with concentration in Finance
  • 10+ years of comprehensive financial planning, asset allocation, and investment management experience
  • Member, Financial Planning Association
  • Member National Association of Personal Financial Advisors (Fee-Only) - NAPFA
  • Registered Investment Adviser Representative(SEC)
  • 15 years of finance and accounting experience as a management executive with Procter & Gamble, a Fortune 50 global company
  • Significant experience with the acquisition and divestiture of various sized businesses. This includes a knowledge base of both financial modeling and having the ability to integrate acquisition and divestiture strategies into the development of comprehensive financial planning and wealth management strategies.
  • Significant experience with the ownership, operation and financial modeling of multi-family residential rental units