Broker Check

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

Jack Morrone, CPA, CFP®, PFS®

Principal and Co-Founder


From an early age, teaching was Jack’s passion, influenced by the fact that his father was a much-beloved teacher. Jack often says, “There are few more profound and meaningful endeavors than helping a person realize the knowledge and wisdom they already possess." It is this passion for helping and informing others that is evident in the feedback he has received from his clients since 1984, when, after majoring in accounting, he embarked on his path as a financial service professional. Clients often describe the benefits they have seen from Jack’s gift of helping them more clearly understand their situation, define their financial goals, and choose from the realistic financial management options that are available to them. One of Jack’s greatest strengths is his patience; the time he spends with each client asking and answering questions, and developing trust.

Jack’s 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, and 63 registered through LPL Financial and holds a Pennsylvania resident life, health, and disability insurance license.

One of Jack’s favorite quotes is from Albert Einstein, “Adversity introduces a man to himself”, which when viewed from the outside can be easily understood: Jack and his wife Leslie are parents to three children, two of whom have special needs and intellectual disabilities. What many would consider adversity, Jack considers gifts…the gift of patience, understanding, problem-solving and prioritizing. These lessons are woven into both Jack’s personal and professional life.

Wanting to share his time and talents with others, volunteering with several non-profit organizations takes 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 affects the lives of individuals with developmental disabilities and cognitive impairment.

For the past thirty-three years, Jack’s personal life-experiences, his patience and listening skills, combined with his professional and technical knowledge have made him positioned to provide advice and counsel to people facing important life event decisions.

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


The Miracle League of the Lehigh Valley

Mercy Special Learning Center

American Institute of Certified Public Accountants


Pennsylvania Institute of Certified Public Accounts

Financial Planning Association

Please note the hyperlinks shown above are for informational purposes only. We make no representation as to the completeness or accuracy of information provided at these websites.

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