Broker Check
Ralph L. Linarelli, Jr., CFP®, ChFC

Ralph L. Linarelli, Jr., CFP®, ChFC

President

As the President of FamilyWealth Management Group, my specialization lies in helping clients grow and preserve their wealth, including their businesses, while implementing strategies to minimize transfer taxation. With over 35 years of experience in the financial services industry, my primary responsibility is to provide comprehensive financial planning to privately held companies, physician practices, and individuals across the nation.

Throughout my career, I have obtained several professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselorâ„  (CRPC®). Before starting my career, I obtained an MBA from Geneva College. Prior to that, I worked at my family's furniture business, gaining valuable insights into entrepreneurship and the challenges faced by business owners.

What motivates me the most is helping my clients achieve their lifetime goals. I believe that the greatest value I can provide is empowering my clients to make financial decisions with confidence. By providing comprehensive financial planning and guidance, I aim to help them navigate complex financial landscapes and achieve their desired outcomes.

Throughout my professional journey, I have proudly served as an adjunct faculty member for graduate and undergraduate studies at Geneva College for 25 years. I am also a long-term member of the Financial Planning Association (FPA) and an active member of The Resource Group* of Lincoln Financial Advisors. Additionally, I have served as council president of Koppel Borough, contributing to the betterment of my community.

As a lifelong resident of Beaver County, I currently reside in Gibsonia, PA, with my wife, Betsy. We have been blessed with three children, Matthew, Leah, and Drew, as well as three grandchildren. In my free time, I cherish moments spent with my family. I enjoy golfing, reading, going to the gym, and taking walks with my wife.

*The Resource Group is an invitation-only nationwide network of the top planners within Lincoln Financial Advisors.