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 27 years, he has provided comprehensive financial planning to privately held companies, physician practices and individuals throughout PA and across the nation.  His past experience in his family's 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.  Ralph's industry & community service includes:

  • 25 years of service as adjunct faculty for Graduate and Undergraduate studies
  • Long term member of the Financial Planning Association (FPA)
  • Active member of the Resource Group of Lincoln Financial Advisors
  • Served as council president of Koppel Borough

Ralph and his wife reside in Gibsonia, Pa.  Drew, their youngest son, is currently a freshman at Penn State University.  Their daughter, Leah, recently completed her 2nd year at the Southwest College of Naturopathic Medicine.  After graduating from the United States Military Academy at West Point, their oldest son Matt, went on to complete Army Ranger school.  Matt now serves as a Team Leader with the 10th Group Army Special Forces.

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