Broker Check

Emilio "Jack" Morrone, CPA, CFP®, PFS®

Jack Morrone, CPA, CFP®, PFS®

Principal and Co-Founder

610-437-3500
jack.morrone@onefinancialservices.com

Jack is the co-founder of One Financial Services. There is a passion about Jack’s work that has been evident in the feedback he has received from his clients since 1984 when he embarked on his path as a financial service professional. Many clients have described the benefits they feel they have seen from his gift at helping them more clearly understand their situation and the realistic options that are available to them.

His multiple professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) identify him as an individual who has met the education, examination, experience and ethics standards established by both the State Board of Accountancy and the Certified Financial Planner Board of Standards. Jack is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the Financial Planning Association (FPA). Jack is Series 7, 24, 63, and 65 registered through LPL Financial and holds a Pennsylvania resident life, health and disability insurance license.

Several non-profits organizations take a prominent place in Jack’s life. He currently serves on the board of directors for the following organizations: LifePath Foundation, LifePath Corporation and The Miracle League of the Lehigh Valley. Jack has previously served on the board of directors of Mercy Special Learning Center Parent Alliance Board, the Mercy Special Learning Center Development Advisory Board, the Lehigh County Mental Health and Intellectual Disabilities Advisory Board, and the Lehigh County Intellectual Disabilities Committee. Each of these organizations has a role in the life of an individual with developmental disabilities and cognitive impairment. These organizations are important to him because of his responsibilities as a parent of two children with special needs.

Jack is married to Leslie, a licensed Pennsylvania real estate professional and a REALTOR®. Together they have three children- Anthony, Gina and Dominic.

Jack’s personal background, his patience and listening skills, combined with his professional and technical knowledge make him uniquely positioned to provide advice and counsel to people facing important life event decisions.

To learn more about the organizations Jack is involved with, please visit the following links:

LifePath

The Miracle League of the Lehigh Valley

Mercy Special Learning Center

American Institute of Certified Public Accountants

CERTIFIED FINANCIAL PLANNER™ Board

Pennsylvania Institute of Certified Public Accounts

Financial Planning Association

 

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