Talk to sales Try for Free
Eileen C. Werth, CFP®

Eileen C. Werth, CFP®

Assistant Vice President

Followers of Eileen C. Werth, CFP®529 followers
location of Eileen C. Werth, CFP®Downingtown, Pennsylvania, United States

Connect with Eileen C. Werth, CFP® to Send Message

Connect

Connect with Eileen C. Werth, CFP® to Send Message

Connect

  • Timeline

  • About me

    Investment Consultant at Mercer

  • Education

    • Penn State Great Valley

      1996 - 2000
      MSIS Master of Science in Information Science

  • Experience

    • Aon Consulting

      Nov 1984 - Oct 2006
      Assistant Vice President

    • Vanguard

      Oct 2006 - Mar 2024
      Investment Analyst

    • Mercer

      Mar 2024 - now
      Investment Consultant

  • Licenses & Certifications

    • Claritas® Investment Certificate

      CFA Institute
      Jun 2016

    • Certified Financial Planner Professional

      CFP Board
      Jul 2015

    • Certified Employee Benefit Specialist CEBS

      International Foundation of Employee Benefit Plans (IFEBP)

  • Volunteer Experience

    • Income tax preparer

      Issued by Volunteer Income Tax Assistance - IRS VITA
      Volunteer Income Tax Assistance - IRS VITAAssociated with Eileen C. Werth, CFP®