Advisors at this firm
Paul Z
Series 63, Series 65
Philadelphia, PA
Liberty One Wealth Advisors
Paul Zablotney is a financial advisor at Liberty One Wealth Advisors in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. His prior experience includes roles at Fette Sav, Ikea, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment process centers on individualized financial plans using primarily exchange-traded funds, with portfolios rebalanced based on market movements.
Christopher K
CFP®, Series 66
Philadelphia, PA
Liberty One Wealth Advisors
Christopher Klein is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Liberty One Wealth Advisors since 2022 and previously held roles at Merrill Lynch and JPMorgan Chase. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment approach centers on individualized financial plans using primarily exchange-traded funds, with portfolios rebalanced based on market movements.
Guilian D
CFP®, Series 66
Philadelphia, PA
Liberty One Wealth Advisors
Guilian Dileonardo is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Liberty One Wealth Advisors, where he has worked since 2021. Prior to that, he was employed at Bank of America and Merrill. He is also the Managing Director of Liberty One Private Risk, an insurance agency focused on providing insurance solutions. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm emphasizes tailored asset allocation using primarily exchange-traded funds and employs technology to enhance operational efficiency.
Fan F
CFP®, Series 63, Series 65
Philadelphia, PA
Liberty One Wealth Advisors
Fan Feng is a CFP® with eight years of industry experience, currently serving at Liberty One Wealth Advisors since 2021. Prior to this, Fan held roles at Bank of America, Merrill, and Citizens Securities, among others. Outside of financial advising, Fan is a board member of the Drexel University Alumni Board of Governance and owns an online home goods retail business. Liberty One Wealth Advisors provides goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment process centers on individualized financial plans using primarily exchange-traded funds, with portfolios rebalanced based on market movements.
Jacky P
CFP®, Series 63, Series 66
Philadelphia, PA
Liberty One Wealth Advisors
Jacky Petit Homme is a CFP® with 12 years of experience in the financial services industry. He has worked at Liberty One Wealth Advisors since 2021 and previously held positions at Bank of America and Merrill. He serves as an advisory board member for Big Brothers Big Sisters, assisting with volunteer recruitment and resource provision. Liberty One Wealth Advisors offers goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts, and some institutions. The firm’s investment process centers on individualized financial plans and primarily uses exchange-traded funds, with portfolios rebalanced based on market movements.