Advisors at this firm
Kent L
Series 63, Series 65
Allentown, PA
Liberty Asset Management
Kent Lane is an associate wealth advisor at Liberty Asset Management with two years of industry experience. He has worked at Liberty Asset Management since 2023 and previously held positions at APW Inc. and in construction management. Outside of his advisory role, Kent coaches a wrestling club for K-12 students that focuses on life lessons and competitive training. Liberty Asset Management is an SEC-registered advisory firm managing approximately $136.8 million for individual investors, pension plans, charitable organizations, and private businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management.
Benjamin C
Series 63, Series 66
Allentown, PA
Liberty Asset Management
Benjamin Chunko is an associate advisor at Liberty Asset Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Liberty Asset Management since 2012 and Comprehensive Asset Management & Servicing, Inc. since 2013. Outside of his advisory role, he owns and operates the Grit Mat Club, an athletic club where he runs practices. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning services.
Gary M
CFP®, Series 63
Allentown, PA
Liberty Asset Management
Gary Mayo is a CFP® with 44 years of experience in the financial industry. He has been with Comprehensive Asset Management since 2001 and co-founded Co-Leash in 1999. Mayo is also a shareholder and CFP at Liberty Wealth Management, where he spends significant time in sales and advisory roles. Liberty Asset Management is an SEC-registered firm serving individual investors, pension plans, charitable organizations, and private businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, managing approximately $136.8 million across several hundred client relationships.
Richard F
CFP®, Series 63, Series 65
Allentown, PA
Liberty Asset Management
Richard Frable is a CFP® professional with 34 years of industry experience. He has been with Comprehensive Asset Management & Servicing, Inc. since 2006 and serves as Chief Compliance Officer and a majority shareholder at Liberty Asset Management. He is also involved in life and health insurance sales as a managing partner of Liberty Wealth Management. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning.
Charles N
Series 63, Series 65
Allentown, PA
Liberty Asset Management
Charles Noti IV is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Liberty Wealth Management since 2010 and also operates as a CPA in a separate business. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension plans, charitable organizations, and private businesses, managing approximately $136.8 million. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with written financial planning.