To learn more about our Retirement Planning Services contact us.

Retirement Planning Services

Have you ever asked yourself, "How do I plan for retirement?" If not, now would be a great time to start.

Planning for retirement is an important step in helping you define your goals and expectations so you can achieve financial security and maintain the lifestyle you desire when you reach this stage in your life. Whether your goals include income generation, asset protection or creating a legacy for your heirs, we will work together with you to create a customized retirement strategy with investment solutions designed specifically to meet your goals. With informed, up-to-date advice on everything from saving for retirement and pension plans to a simple 401(k), we'll show you how and when to retire with enough retirement income and retirement savings to maintain the lifestyle you expect. Additionally, we will assist you in consolidating outside retirement accounts and retirement plans in order to make both your retirement, and your retirement plan, simpler.

Curious if your existing retirement plan's keeping up? Check it with our online retirement calculator tool.

Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.

Meet our Team of Experienced Advisors

William F. Van Sant III, CFP®

Senior Vice President and Sales Manager

Univest Investments, Inc.

215.721.2112

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William F. Van Sant III, CFP®

Senior Vice President and Sales Manager

Univest Investments, Inc.

Bill oversees and supports the daily sales efforts of the financial advisors in the Univest Financial Service Centers. As the liaison between management and the financial advisors, he is instrumental in the development and implementation of new products and services. In addition, Bill creates and maintains investment portfolios for clients consisting of a full range of products including CDs, bonds, stocks, mutual funds, and annuities. His success is evident in his ability to help customers define their objectives and risk boundaries, then achieve their objectives through the prudent use of bank, brokerage, and insurance services. Bill received his Bachelor of Arts degree in Economics from Ursinus College and holds FINRA licenses 7, 63, 24, and 51 along with the Pennsylvania Life, Accident, and Health Insurance license. Bill is also a CERTIFIED FINANCIAL PLANNER® professional. In addition, he serves on the Board of Trustees of The Speakers' House.

James H. H. Jacobson, CFP®

Vice President and Financial Advisor

Univest Investments, Inc.

215.721.2112

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James H. H. Jacobson, CFP®

Vice President and Financial Advisor

Univest Investments, Inc.

Jim, a financial advisor with Univest Investments, Inc., has over 20 years of experience in the financial services industry. Jim spent nearly nine years with a well-respected national investment firm, serving as senior investment specialist and then investment center manager in a branch with customer assets in excess of $1 billion. Desiring to work for a small firm, he joined Univest in 2002 and now advises over $92 million in client assets. His primary responsibilities consist of creating and maintaining customer investment portfolios with a full range of products including CDs, bonds, stocks, mutual funds and annuities. Throughout the process, he helps customers define their specific, unique financial objectives and risk boundaries, and continues to help them achieve their objectives through the prudent use of bank, brokerage and insurance services. Jim received a Bachelor of Science degree in finance and graduated Magna Cum Laude from Bradley University in Peoria, Illinois. He holds FINRA licenses 7, 8, 63 and 65 as well as the Pennsylvania Life, Accident and Health Insurance license. Jim is also a CERTIFIED FINANCIAL PLANNER® professional.

Michael Stewart, CFP®

Financial Advisor

Univest Investments, Inc.

215.721.2112

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Michael Stewart, CFP®

Financial Advisor

Univest Investments, Inc.

Michael Stewart, a financial advisor with Univest Investments, Inc., has over 17 years of experience in the investment industry. Mike is responsible for creating and maintaining client portfolios consisting of a full range of products including CDs, bonds, stocks, mutual funds and annuities. His success is evident in his ability to help customers define their objectives and risk boundaries, then achieve their objectives through the prudent use of bank, brokerage and insurance services. Mike received his bachelor's degree in political science from Ursinus College and prior to joining Univest worked for Merrill Lynch as an assistant vice president and financial consultant. Mike is a CERTIFIED FINANCIAL PLANNER® professional and holds FINRA licenses 7 and 63 as well as the Pennsylvania Life, Accident and Health Insurance license.

T. Wesley Remmey

Financial Advisor

Univest Investments, Inc.

215.721.2112

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T. Wesley Remmey

Financial Advisor

Univest Investments, Inc.

T. Wesley Remmey, a Financial Advisor with Univest Investments, Inc., has over 20 years of experience in the investment industry. Wes is responsible for creating and maintaining client portfolios consisting of a full range of products including mutual funds, stocks, bonds, CDs, and annuities. His success is evident in his ability to help customers define their objectives and risk boundaries, then achieve their objectives through the prudent use of bank, brokerage, and insurance services. Prior to joining Univest Investments, Wes was Vice President of Financial Services with College Aid Professionals, LLC. Wes received his Bachelor of Science degree in Finance and Economics from Penn State University and holds FINRA licenses 7 and 63 along with the Pennsylvania Life, Accident, and Health insurance license.

Roberta Kessler

Financial Advisor

Univest Investments, Inc.

215.721.2112

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Roberta Kessler

Financial Advisor

Univest Investments, Inc.

Roberta Kessler, a Financial Advisor with Univest Investments, Inc., has over 25 years of experience in the financial services industry. She is responsible for creating and maintaining investment strategies to achieve her clients' financial goals and objectives. Roberta specializes in helping customers define their objectives and risk boundaries and achieve their objectives through the prudent use of bank, brokerage and insurance solutions. She holds FINRA licenses 6, 7 and 63 and the Pennsylvania and New York Life, Accident and Health Insurance licenses. Roberta is a member of the International Lions Club as well as the Calvary Chapel of Central Bucks.

Randy Faulkner, MBA

Financial Advisor

Univest Investments, Inc.

215.721.2112

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Randy Faulkner, MBA

Financial Advisor

Univest Investments, Inc.

Randy Faulkner, a financial advisor with Univest Investments, Inc., has four years of experience in the financial services industry. Prior to moving into the financial services industry, Randy had a career in finance and handled accounting and sales. As a financial advisor at Univest, Randy is responsible for creating and maintaining client portfolios consisting of a full range of products including CDs, bonds, stocks, mutual funds and annuities. Randy is committed to helping his customers define their objectives and risk boundaries, and establishing a personalized plan to achieve their goals through the prudent use of bank, brokerage and insurance services. Randy received his bachelors of science degree in business administration in accounting and finance from Shippensburg University and his master's in business administration from Rider University. He holds FINRA Series licenses 6, 63, 65 and 7. 

Curtis Johnston

Financial Advisor

Univest Investments, Inc.

215.721.2112

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Curtis Johnston

Financial Advisor

Univest Investments, Inc.

Curtis Johnston, a financial advisor with Univest Investments, Inc., has more than five years of experience in the financial services industry. Curtis is responsible for creating and maintaining client portfolios consisting of a full range of products including CDs, bonds, stocks, mutual funds and annuities. Curtis is committed to helping his customers define their objectives and risk boundaries, and establishing a personalized plan to achieve their goals through the prudent use of bank, brokerage and insurance services. Prior to joining Univest, Curtis worked as a financial advisor for MetLife. Curtis received his bachelor's degree in marketing from Penn State University and holds FINRA Series licenses 7, 63 and 65 as well as Pennsylvania and New Jersey Life, Accident and Health Insurance licenses.