We can help you achieve your goals.

CONNECT

Address:

722 Yorklyn Rd. Suite 300. Stone Mill Office Park
Hockessin, DE 19707

Phone:

(855) 743-7720

Our Associates

Peter Succoso

Managing Representative

As the Managing Representative and an Investment Advisor Representative, Peter strives to be viewed as an honest and forthright advisor and visionary.  Peter formed Sherpa Financial as a comprehensive financial services practice with a foundation of sound and diligent guidance.  Peter brings his extensive experience in investment management, human relations, and strategic planning.

Having held management positions in the Trust Departments of major banks, including the Wilmington Trust Company as Senior Vice President and Chief Investment Officer overseeing $11 billion of client advisory assets, Peter offers insights that result in unique and comprehensive strategies for his clients as well as the clients of the firm.

Read more here...


 

Peter Mullen, ChFC 

Investment Advisor Representative

Peter is an independent financial planner with 23 years of experience in the Delaware Valley.  As a financial services professional, educator and speaker, Peter's credentials include  the Chartered Financial Consultant (ChFC) designation. 

Peter takes a holistic approach to retirement planning that includes Life Planning. Life Planning combines a thorough understanding of the client's life goals, with the creation of a financial plan and its implementation, allowing individuals and families to plan their retirement years based on their life's goals and aspirations, and on how money serves those goals. 

Peter's ideal client is goal oriented, advisor receptive, and would like ongoing, professional advice.  As he states, “My clients are good at what they do, and also know what it is that they are not good at.  They appreciate being understood deeply, and they listen well. I believe they want a relationship with a professional advisor who is caring, attentive, and experienced in guiding multi-generational family financial issues, and they appreciate working as a team in order to "get it right.” 

Peter also facilitates focused, educational retirement planning seminars intended to empower individuals and families to  make better choices regarding their current and future financial issues.  Peter lives in West Grove, PA and is devoted to his family including his wife Edel and his three sons.  When Peter does take time for himself he enjoys biking, tennis, and loves singing as a tenor soloist in the West Grove United Methodist Church. 


 

Phillip Chen,  CFP, ChFC, CLU, MSFS

Investment Advisor Representative

After graduating from Fudan University in Shanghai, P.R. China, Phillip departed his homeland in 1991 to pursue a doctorate in Molecular Biology in the US.  At that time, the world he left behind had an undeveloped stock market and almost no insurance industry. The world he entered was another story—a sophisticated, evolving, and increasingly complicated marketplace.

Fascinated by these new opportunities, Phillip decided to make a radical change---entering the growing field of financial services. He started his financial services career in 1993 with New York Life as an agent quickly becoming one of the top advisors at Eagle Strategy, New York Life's RIA subsidiary.

Phillip holds several professional designations and a degree in the financial planning field including the Certification in Financial Planning (CFP).  He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU), and holds a Master of Financial Services (MSFS).

In order to serve his clients with unbiased advice, Phillip Chen founded J. Lion Financial Group in 2000, a successful independent financial advisory firm in the metropolitan Philadelphia area.  In 2010, J. Lion Financial Group joined forces with other like-minded professionals to be part of Sherpa Financial to provide comprehensive solutions to clients' ever increasing financial and related personal needs.

"I value getting to know our clients and their unique situations. The most rewarding part of my job is cultivating these relationships and helping people achieve the goals they've envisioned."  And Phillip further clarifies his work's mission as the ability to provide clients from around the world long-term, value-added financial counsel and investment management with exceptional service.

Phillip is a member of the Financial Planning Association and Estate Planning Council of Montgomery County where he resides with his wife Melina and their daughter Alisa.  On the rare occasion he has leisure time, he enjoys travelling and reading.


 

David L'erario

Investment Advisor Representative

David joined our group  in 2011 because he felt he would be better able to provide the type of customer service he felt his clients deserved.   As an Investment Advisor Representative with over 29 years experience, David believes success should be measured not just by your financial well-being, but how confident you feel about your future.  A native of Philadelphia and a graduate of Bishop Neuman High School, David earned a double major in Behavioral Science and Business Management from Widener University.

Active in several Varsity Sports and Captain of the Widener Lacrosse Team, David now coaches the  Drexel University  Lacrosse Club.   David has also coached in the basketball and lacrosse programs in Nether Providence Athletic Association over the last 15 years.

David resides in Wallingingford PA, and in Stone Harbor NJ with his wife Mary and daughter Rachel and son Michael.   When he's not in the office or devising a new team strategy, David enjoys boating and fishing at the jersey shore.  


 

Jeffrey Kropp

Investment Advisor Representative

Jeffrey Kropp recently joined Sherpa Financial with a new found excitement for both his clients and himself after 10 years as a financial advisor with another firm. Jeff brings with him a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management. His initial focus almost two decades ago was in the individual health and group benefits arena. Today, his primary business is financial planning for those in or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client. Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops.

Jeff currently resides in West Grove with his wife Honey Beth, and their son, Braydon, and daughter, Emerson. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son's hockey and soccer teams.  


 

 Peter J. Seelaus, CLU, ChFC

Investment Advisor Representative

Pete specializes in advising business owners and their families on insurance and financial services matters and has done so for more than 20 years.  He has an extensive background in the complicated world of corporate benefits and retirements plans.  His experience encompasses all aspects of employee benefits including plan analysis, plan design, and implementation. Pete has developed a particular expertise in the 401(k) and Qualified Retirement Plan arena and is a member of the 401(K) Coach network of advisors.  His practice specializes in providing the most prudent solutions and then servicing those retirement and employee benefit plans, ultimately building lasting relationships between business owners and their employees.   

Pete grew up in Delaware County as a member of a large family.  He attended Temple University and earned a Bachelor of Science Degree in Finance. He has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Professional memberships include the Philadelphia, Chester and Delaware County Estate Planning Councils, the Society of Financial Service Professionals and Pete has achieved status as a Million Dollar Roundtable recipient. 

A devoted family man, Pete is married to this wife Kai, they have 3 children Maie, Ryan and Erika and of course his most treasured time out of the office is spending time with them. A resident of West Chester, Pete is active in his family's church, Calvary Lutheran as well as the West Chester United Soccer Club and Wedgewood Swim Clubs.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck