Will Horn, CFP®
LPL Financial Planner
Will Horn is Financial Planner at Academy Financial Inc. who focuses on serving established business professionals and providing them with financial planning services. The scope of those services varies due to each client’s specific circumstances; however, the core pillars of financial planning are: cash flow optimization, retirement personal risk management (through insurance), investment coordination, estate planning strategies and more. Will Horn Joined Academy Financial Inc. in 2021. Prior to that, he spent 4 years working for Lincoln Financial Group in their planning department and with various planners.
Areas of Expertise
- Comprehensive Financial Planning
- Risk Management
- Investment Management Coordination
Personal Information
Will resides in Wayne, PA where he enjoys golfing, swimming, watching old movies and spending time with his family in Pennsylvania and Maryland.
Mission Statement
Through a coordinated financial planning process, I strive to help my clients realize their goals by making informed decisions.
Certifications
- FINRA Registrations: Series 7 and 66
- Life and Health Insurance Licensed
- Certified Financial PlannerTM Professional (CFP®)
Education
- BS, University of Scranton