CONNECT

Address:

Sewickley Office
2200 Georgetowne Drive, Suite 100
Sewickley, PA 15143
Phone: 724-940-6300
Fax: 724-940-6302

Southpointe Office
370 Southpointe Blvd., Suite 200
Canonsburg, PA 15317
Phone:724-743-2980
Fax: 724-743-0170

Phone:

Ralph L. Linarelli, Jr., CFP®, ChFC

Ralph L. Linarelli, Jr., CFP®, ChFC

President

Ralph is a lifelong Beaver County resident, and is proud to come from a family of local business owners known for their integrity and commitment to client satisfaction. For over 25 years, he has provided comprehensive financial planning to privately held companies, physician practices and individuals throughout the area. His past experience in his family’s own furniture business, allows him to view client needs through a unique lens. Ralph assists his clients in growing and preserving their wealth, including their businesses, and implementing a plan of distribution that helps minimize transfer taxation. He earned an undergraduate degree in accounting and a master's degree in marketing and finance. Ralph is a CERTIFIED FINANCIAL PLANNER™, Practitioner and holds the ChFC® (Chartered Financial Consultant) designation. For the past 12 years he has served as adjunct faculty for Geneva College's Master's in Organizational Leadership (MSOL) program. He has also served as council president of Koppel Borough. He resides in Beaver with his wife Betsy and two of their three children. They are proud to acknowledge the commitment of their oldest son who recently graduated from the United States Military Academy at West Point. In his spare time he enjoys paintball, All Terrain Vehicle excursions, golf and trips with his family 

Phone 724-940-6319
Fax 724-940-6302