Friedman Financial, LLC

About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

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Meet Our Team

Robert P. Friedman, CRC®

Senior Financial Advisor

Phone: 610.232.0422
Email: Bo.Friedman@wfafinet.com
Robert Friedman leads our team with more than 33 years of experience in the Financial Services industry. Bo has served his clients’ financial interests through hard work and a common-sense approach to investing. His extensive experience through various market cycles enables him to assist his clients in structuring balanced portfolios to help meet their financial objectives.

Bo began his financial career in 1982 as a registered representative with Merrill Lynch after earning a Bachelor’s degree in Business from the University of Pittsburgh. In 1998, he joined a predecessor firm of Wells Fargo Advisors as a registered representative. 

Bo has achieved a distinguished career in the financial services industry based on several key principles: putting clients’ needs and interests first, providing exceptional personal service, and maintaining the superior work ethic that has allowed him to excel. Bo holds his general securities registrations and insurance licenses, and the Certified Retirement Counselor® designation.

Active in the community, Bo is a member of the Pitt Club of Greater Philadelphia and the University of Pittsburgh Alumni Association. In his spare time Bo volunteers and donates resources to the Main Line Animal Rescue giving animals a second chance. He works with the Main Line Animal Rescue by involving and educating the community to raise public awareness of the plight of homeless animals and the benefits of adopting an animal in need. He has a pack of rescue dogs, and plans to rescue others in the future. Bo is also an annual contributor to the American Cancer Society.


CA Insurance License Number 0G09752. Resident State PA

Chad B. Friedman, CFP®, ChFC®, CRPC®

Senior Financial Advisor

Phone: 610.232.0422
Email: Chad.Friedman@wfafinet.com
Chad earned a Bachelor's degree in Finance from the University of Pittsburgh and a Master of Science in Financial Services degree from The American College. He holds his general securities registrations and insurance licenses, a CERTIFIED FINANCIAL PLANNER® certification, a Chartered Financial Consultant®, and a Chartered Retirement Planning CounselorSM designation.

As a financial advisor with his CFP® certification, Chad has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized certifications in the financial-services industry.

Chad also holds the Chartered Financial Consultant® designation. The ChFC® designation has been a mark of excellence for investment planners for almost thirty years and currently requires more courses than any other investment planning credential. The curriculum covers extensive education and application training in all aspects of investment planning, income taxation, investments, and estate and retirement planning strategies. Chad also holds the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. This designation, earned through an intensive program focused on the retirement planning process, enhances his ability to serve clients financial needs.

Chad is a member of the Financial Planning Association, the Society of Financial Service Professionals and the Philadelphia Estate Planning Council. He is also an active member of the Philadelphia Pitt Alumni Club and the University of Pittsburgh Alumni Association. As a professional drummer, he is very involved in the music community and has toured and played in many countries. He resides in the Philadelphia area with his wife, daughter, and son.

CA Insurance License Number 0G61283. Resident State PA

Michelle Oreski

Emily Fenerty

Client Associate

Phone: 610.232.0422
Email: Emily.Fenerty@wfafinet.com
Emily graduated from Rider University with a Bachelor’s degree in Business Administration. She joined Friedman Financial, LLC in January 2024 and is excited to be a part of Friedman Financial’s commitment to excellence and financial empowerment.

Emily resides in the Philadelphia area with her husband and dog.
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, MA, MD, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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