Frank Ortner Jr., JD

“Everyone dreams of the day when their time is their own…to travel, to pursue hobbies and to enjoy life.  Yet, a secure, worry-free retirement does not just happen: it requires a personalized plan built around your goals and a realistic assessment of what you will need to maintain the lifestyle you have worked so hard to establish.”

Frank Ortner Jr., JD is Chairman of the Ortner, O’Brien & Ortner Advisory Group, Inc. A graduate of St. Joseph’s University, Mr. Ortner earned his Juris Doctor (JD) from Villanova Law School. He is a former director of pension and estate planning for a major financial services company. He has written articles for local area publications and has been interviewed on local radio and television stations on the subject of estate planning. He is a member of the Chester County Bar Association and the Financial Planning Association.

Currently, he serves as Chairman of the Board of Directors of the Malvern Business and Professional Association. He also serves as President of the Malvern Park and Civic Association and is a former member of the Malvern Borough Council.

Mr. Ortner has a law practice concentrating on estate planning for individuals
and families.

John O’Brien, CFP^®, CIMA

“We understand that our clients rely on our firm for sound financial advice. That’s why we are dedicated understanding our clients’ financial priorities, what is important to them about their overall retirement goals, and building a balanced plan to help them achieve their dreams.”

John O’Brien, CFP^® is President of the Ortner, O’Brien & Ortner Advisory Group, Inc. Mr. O’Brien earned the Certified Investment Management Analyst (CIMA) at the University of Pennsylvania Wharton School of Business Executive Program. He has been a featured speaker of investment topics to fellow financial planning professionals including the IAFP and ICFP.

He was a former President of the Philadelphia Tri-State Financial Planning Association (FPA). Mr. O’Brien has written articles for local area newspapers and made appearances on CNN and Fox News. He has also produced a series of financial planning topics for public television station WHYY-TV.

In 2002, he was awarded the Diamond Award for distinguished service to his profession by the regional chapter of the Financial Planning Association.

Frank Ortner III, CPA, PFS is Vice President of the Ortner, O’Brien & Ortner Advisory Group, Inc. and is the Chief Planner with the firm. A graduate of Villanova University, he spent the early part of his career in a public accounting firm specializing in small business and personal income taxes.

Working as a financial and tax adviser, Mr. Ortner attained the Personal Financial Specialist (PFS) designation from the AICPA, a designation available only to CPAs who demonstrate a complete knowledge and understanding of all areas of
financial planning.

Cindy Diccianni RN, CSA, CLTC, is a Financial Advisor with Ortner, O'Brien & Ortner Advisory Group Inc. Cindy began in the financial advising field several years ago after a rewarding career as a Registered Operating Room Nurse. She is certified in long-term care and works diligently with underwriters to develop a customize policy for her clients and their individual needs. She is currently working toward completing her Certified Financial Planning (CFP®) designation.

Cindy's expertise lies in analyzing and coordinating personal long-term care, life and health insurance for clients. Also, as a financial advisor, she has successfully assisted many clients stay the course with their portfolios in both up and down markets.

Cindy is a contributing writer for Advance Magazines and Personal Excellence, with her articles appearing in over 40 publications nationwide. She is actively involved in giving seminars on financial issues at local schools, associations, and professional organizations.