Ceida M. Branca MSFS, CAS, CES, CFS, CIS, CTS

As a Financial Advisor at Limerick Financial Group, I am dedicated to helping our clients navigate the complexities of financial planning. My primary responsibilities include coordinating meetings with clients and prospects, organizing client information and paperwork to maintain investment accounts, and analyzing client data to create tailored financial plans that help achieve their goals. Additionally, I maintain client documents in compliance folders and recommend specific investment accounts and funds to meet their investment objectives.

Throughout my career, I have pursued continuous education and earned several certifications and designations to better serve my clients. I hold a Bachelor of Business Administration specializing in Financial Planning from Temple University. In 2021, I obtained the NASAA Series 65 license, followed by several specialized certifications from the Institute of Business and Finance: Certified Annuity Specialist (CAS) in 2022, Certified Estate and Trust Specialist (CES) in 2023, Certified Fund Specialist (CFS) in 2022, Certified Income Specialist (CIS) in 2023, and Certified Tax Specialist (CTS) in 2022. In 2024 I obtained my Masters of Financial Services (MSFS) from the Institute of Business and Finance.

One of the aspects I enjoy most about my job is the satisfaction I get from helping our clients. It brings me a sense of ease and accomplishment when I can effectively address their needs. I have a genuine passion for assisting people, especially in the realm of finance, which can be a challenging and complex topic for many. Working in the financial industry also benefits me personally, as it offers constant growth and learning opportunities. At Limerick Financial Group, I am particularly excited about our commitment to acting with the right intentions. We prioritize our clients' best interests over selling products for commission, and it feels incredibly rewarding to help them achieve peace of mind with their finances. I believe that the greatest value I offer our clients is my reliability – I get things done when I say I will. This consistency builds trust and reinforces the strong relationships I strive to maintain with each client.

I currently reside in my hometown of Norristown, PA, where I live with my big Italian family. I am the middle child between two sisters, and I have a lovable dog named Scamp. In my free time, I indulge in various hobbies such as watching sports and TV shows, cooking, traveling, and playing games. I am an avid fan of the Phillies and enjoy attending their games. I also play bocce a few nights a week and have a love for both the beach and the mountains. Recently, I took up golf, and although it is quite challenging, I embrace it with enthusiasm.