John F. Ortolf, CFP®, ChFC®
Robyn Geiss, MBA

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.

Location

We’re conveniently located. Give us a call or stop by.

Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Working with Us

We provide advice, guidance, and resources for all aspects of your financial life.

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Meet Our Team

John F. Ortolf, CFP, ChFC

Senior Financial Advisor

Phone: 267.392.5189
Email: john.ortolf@wfafinet.com

  • I work with retirees, pre-retirees, small business owners, and executives, to develop comprehensive investment plans based on your goals and objectives. By understanding you, and the financial forces at work in your life, I create a plan to help understand and respond effectively to these forces.
  • My priority is building a relationship of trust so we can work closely and choose the financial strategies that are most appropriate for you.
  • Working as an investment planner since 2001, I am a CERTIFIED FINANCIAL PLANNER™ professional with a Master of Science degree in Personal Financial Planning. I hold the Chartered Financial Consultant® designation, Series 7, 31, 63, & 65 securities registrations, and Life, Annuity, & Long Term Care Insurance licenses.
  • In 2001 I retired from the US Navy at the rank of Commander after a 20 year career as a Naval Flight Officer. Flying the EA-6B Prowler aircraft, I have over 2000 military flight hours and 620 aircraft carrier arrested landings. My priority then as now, is risk management.

Experience

Senior Vice President
Senior Financial Advisor
Wells Fargo Advisors Financial Network
Mar 2016 – Present
Yardley, PA

Vice President, Financial Advisor
Morgan Stanley Smith Barney
Mar 2001 – Mar 2016
Doylestown, PA

Commander, United States Navy, Retired
United States Navy
Aug 1980 – Feb 2001
Oak Harbor, WA, and additional US and foreign posts

Education

Master of Science, Personal Financial Planning, 2010
College for Financial Planning, Centennial, CO

Bachelor of Arts, Geography, 1980
University at Buffalo, Buffalo, NY

Organizations

Rotary International, District 7430
Assistant Governor, Area 8, 2016-2020 

The Robert J. Leonard Foundation
Board of Directors

The Bucks County Estate Planning Council
Past President, 2017-2018
Board of Directors, 2014-2021  

Rotary Club of Doylestown
Past President, 2014-2015

The Financial Planning Association
member

Certifications

CERTIFIED FINANCIAL PLANNER™
Apr 2007 – Present
License 1119928
The Certified Financial Planner Board of Standards, Inc.

Chartered Financial Consultant®
Mar 2014 – Present
The American College

Honors & Awards

Selected Military Medals and Awards
  • Meritorious Achievement Medal (Three Awards)
  • Air Medal (2 Strike/Flight Awards)
  • Navy Commendation Medal (Four Awards)
  • Navy Achievement Medal
  • Recruiter of the Year, Navy Recruiting District Albany

Skills & Services
  • Retirement Planning
  • Investment Planning
  • Asset Allocation
  • Risk Management
  • Estate Planning Strategies
  • Long-Term Care Planning
  • Education Planning
  • Life Insurance
  • Qualified Retirement Plans
  • Defined Contribution Plans

Robyn Geiss, MBA

Financial Advisor
Administrative Manager

Phone: 267.392.5189
Email: robyn.geiss@wfafinet.com
  • I believe in working for a cause and helping others. I became a financial advisor because I know the impact I can have on people’s lives by guiding in making financially sound decisions. I am Series 7 and 66 registered and my focus is on providing exceptional service to my clients.
  • I am a forward-thinking, diligent and devoted individual who enjoys learning and meeting new people.
  • I’m passionate about leading and promoting a balanced, positive lifestyle through supporting others, eating clean, practicing yoga, being mentally aware and giving back to the community.
  • I was born and raised in Newtown, PA. After graduating from Penn State, I returned to Bucks County where I resided for several years before making the move to my current home in Philadelphia.
  • When I’m not working or studying for school you can find me with my family and friends, exploring delicious foods & restaurants, working out and enjoying the outdoors.
Education

Masters of Business Administration
Temple University, Fox School of Business, Philadelphia, PA

Bachelor of Science, Nutritional Sciences, Minor in Psychology
The Pennsylvania State University, University Park, PA

Organizations

Philadelphia Chi Omega Alumnae Chapter 
Vice President

Girls On The Run 
Volunteer

Soroptimist International of Indian Rock
Member

National Association of Women MBAs (NAWMBA)
Member

Penn State Alumni Association
Member

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, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NY, PA, SC, TX, VA). 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.

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