Tricia Pape, Financial Advisor, Clear Path Financial

Tricia Pape, Financial Advisor, Clear Path Financial I pride myself in helping people make financial decisions to help create a successful, financial future. Member SIPC (www.SIPC.org). CRN202408-767773

I understand that no two clients are alike and offer personalized, comprehensive financial strategies for individuals and families. I graduated from the University of South Carolina with a Bachelor of Science degree in Economics and Ballet Performance/Choreography. Before my career in financial services, I was a professional ballet dancer, performing and teaching ballet in the Philadelphia area. W

hile working with new clients, I understand that each client has a different situation and unique financial goal and I offer financial recommendations in an easy-to-understand manner. I currently reside in Philadelphia, and enjoy spending time with family, cooking, and hiking with my dog. I am licensed to sell insurance PA, NJ, MD, SC and FL, and securities in PA, NJ, MD, FL, VA, and TX. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044, 215-441-8200. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Market volatility got you stressed?  Contact me to learn more about guaranteed income with zero market risk. Click here ...
11/03/2022

Market volatility got you stressed? Contact me to learn more about guaranteed income with zero market risk. Click here to see current rates.
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07/14/2022

The closer you are to retirement, the more impact market losses can have on your retirement savings. Learn how you can protect your savings as you prepare for retirement.

06/07/2022

In a sluggish economy or an outright recession, it is best to watch your spending and not take undue risks that could put your financial goals in jeopardy.

A recession can impair your personal finances. Being prepared and taking a few simple steps to reduce your risks can help you weather the economic storm.

⬇Below are some of the financial risks everyone should avoid taking during a recession.

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A deeper look at historical market performance during times of conflict, and how this relates to recent events
03/16/2022

A deeper look at historical market performance during times of conflict, and how this relates to recent events

We must observe what horror is taking place in the world while also managing our own lives, and as a useful input, our own investments. Let us take stock first of how markets have performed and, second, how to think of market performance during historic conflicts of this sort.

Each spring I find myself eager to get myself moving and meeting new people. In 2021, I helped charter an Echelon chapte...
03/09/2022

Each spring I find myself eager to get myself moving and meeting new people. In 2021, I helped charter an Echelon chapter in Philadelphia, a volunteer group through the local Salvation Army. We focus on community engagement, volunteering, networking, and fundraising with other young professionals in Philly!

Got spring fever and want to help us do the most good in our community? Swipe through my pictures to see what we have been up to. Reach out if you are interested in hearing more!

02/10/2022

💖We’re a proud supporter of month in February.

💖One of the main reasons people buy life insurance is because they love someone and want to protect them financially.

💖Getting life insurance is an expression of love that goes beyond words.

Read this article for 3 ways to catch up on your retirement savings. https://bit.ly/2UecwlE.
12/09/2021

Read this article for 3 ways to catch up on your retirement savings. https://bit.ly/2UecwlE.

It's crunch time for pre-retirees.

Every 7 seconds, Americans suffer a disabling illness or injury. Talk to me about disability income insurance today.
11/05/2021

Every 7 seconds, Americans suffer a disabling illness or injury. Talk to me about disability income insurance today.

Check out this article to learn about Estate Planning!
11/02/2021

Check out this article to learn about Estate Planning!

At times like this it is important remind yourself of the basics of estate planning and what it entails.

Financial fears are all too real for many Americans. Personalized financial guidance can help. Let's talk.​
11/01/2021

Financial fears are all too real for many Americans. Personalized financial guidance can help. Let's talk.​

Scholarships are not a college savings plan.  Talk to me about college planning today, feel more comfortable about tomor...
10/13/2021

Scholarships are not a college savings plan. Talk to me about college planning today, feel more comfortable about tomorrow.

10/12/2021

Lock in your preferred student loan refinance rate now, while rates are still low. It’s good for 90 days. Find your rate here: https://mycb.co/647592.

Address

Philadelphia, PA

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