Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Joe Fenstermacher
President, Preservation Wealth Advisors
Joe Fenstermacher is an Investment Advisor Representative with Centaurus Financial, working primarily with individuals and small businesses. He has 27 years of experience in the financial services industry, specifically helping his clients plan for the future through insurance, tax and retirement income planning. He has built his practice around exceptional customer service, dedication, and a focus on the unique understanding of his client’s needs.
Before starting his own firm in 2008, Joe spent 10 years working with Carl H. Myers Insurance Agency helping to advise their clients. He enjoys helping people plan for their future and has been praised by both colleagues and clients alike for his attentiveness, honesty, integrity and in-depth analyses. At Carl H. Myers Agency, he started their Financial Services division and brought great value to the agency by offering more services to their existing clients to help protect their assets and future. Joe was also able to help grow their client base and improve client retention through his “value added” strategy.
Joe is also a powerful speaker and seminar presenter. He is known for his enthusiasm and ability to connect with an audience. His interest in presenting on various financial topics developed as a result of many years of helping clients plan for and achieve retirement by using his “Sleep at Night Test” strategy. Joe’s goal is to empower his audience to take control of their future and develop a plan to help them achieve success.
Despite his demanding career in financial services, Joe makes time to be involved with community organizations. Joe and his wife are very dedicated to Meals on Wheels in their philanthropy, and delivered meals for over 25 years. His current passion is working with Folds of Honor to help provide scholarships for children of Fallen Soldiers.
Joe currently lives in Center Valley with his wife, Christine and their 3 children, John, Hannah and Sarah. Christine works as a caregiver for a local elderly woman and spends a lot of time knitting blankets and shawls for donation to babies and elderly people through their local church. John, age 21 is a Junior at Temple University, studying business at the Fox School of Business. Hannah, age 21, is a Junior at Ohio State, studying a double major in Professional Dance and Physical Therapy. Sarah is a Sophomore at University of Maryland, studying Nursing. The family loves to travel and spend time outside with their 3 dogs, Archie, Harry, and Lola.
Melissa Rosario
Life Insurance Specialist, Preservation Wealth Advisors
Melissa Rosario is a Life Insurance Specialist who is passionate in helping families protect their loved ones. Prior to working in the insurance industry, Melissa was a manager at Signet Jewelers for 15 plus years. Melissa was focused on bringing out everyone’s talents as a team to work together and create a customer focused driven atmosphere . Melissa and her team lead the district in top performing sales and drove their store to over a million dollars in sales. She has won awards for Rookie of the year in top performing sales, Top performer in leasing sales, and several awards for exceeding sales goals.
Melissa currently lives in Allentown Pennsylvania with her husband Felipe. When she is not working she is busy at the gym, enjoying the outdoors and spending time with family.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
