Advisors at this firm
Victoria P
CFP®, Series 66
Glen Mills, PA
Common Cents Planning
Victoria Provost is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Planning Directions, Inc. dba Common Cents Planning and Commonwealth Financial Network since 2017. Outside of advisory work, she is involved in fixed insurance sales. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning, managing approximately $542 million across about 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to build tailored portfolios, supported by ongoing reviews and reporting.
Matthew E
CFP®, Series 63
Glen Mills, PA
Common Cents Planning
Matthew Ellis is a CFP® with 17 years of experience in financial advising. He is currently with Common Cents Planning, where he serves as co-owner and president. His prior work includes roles at Commonwealth Financial Network and Planning Directions, Inc., the predecessor to his current firm. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning. The firm manages approximately $542 million for around 450 clients, emphasizing client-specific investment policy statements and fundamental analysis to create tailored portfolios with ongoing review and reporting.
Kevin L
CFP®, Series 63, Series 65
Glen Mills, PA
Common Cents Planning
Kevin Lake is a CFP® professional with 12 years of industry experience, currently serving at Common Cents Planning. His work history includes roles at Commonwealth Financial Network, MML Investors Services, MassMutual Life Insurance, New York Life Securities, Cumby, Spencer & Associates Financial Group, and Lincoln Financial Group. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, supported by routine reviews and custodial reporting.
Frederick D
ChFC®, Series 63, Series 65
Naples, FL
Common Cents Planning
Frederick Dunbar is a financial advisor at Common Cents Planning in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term service with Planning Directions, Inc. and CommonWealth Financial Network. Dunbar also serves as an executor for a family estate. Common Cents Planning provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm manages approximately $542 million for around 450 clients, emphasizing tailored portfolios based on client-specific investment policies and fundamental analysis.
William M
CFP®, Series 63, Series 65
Glen Mills, PA
Common Cents Planning
William Muller is a CFP® professional with over 31 years of experience in the financial services industry. He has been working with Commonwealth Financial Network and Planning Directions, Inc. dba Common Cents Planning since 2005. Muller is also a co-owner and CEO of Common Cents Planning, Inc. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning services, including retirement plan and IRA advice. The firm manages approximately $542 million across 450 clients, emphasizing customized investment policy statements and fundamental analysis to create tailored portfolios.
