What departments does PWA Financial have?

PWA Financial has employees across 1 departments including Finance.

What is the largest department at PWA Financial?

The largest department at PWA Financial is Finance with 2 employees.

Where are PWA Financial employees located globally?

PWA Financial has employees across 2 continents and 2 countries including Ireland, United States Of America.

How has PWA Financial's team size changed over time?

PWA Financial's team has decreased from approximately 7 to 6 employees based on available data.

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PWA Financial Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

PWA Financial is a financial services company based out of Yardley PA.  PWA was founded in January 2013 by Michael D. Carlucci and Kenneth C. Coniglio. PWA is dedicated to providing first class financial service while continuing to embrace the tried-and-true fundamental investment axioms of traditional Modern Portfolio Theory.

Find PWA Financial employees' phone numbers or email addresses

PWA Financial Global Highlights

North America
10

United States Of America
10

Europe
1

Ireland
1

PWA Financial's Leadership

G. C.
Partner
Mobile Phone
Email
C. M.
Strategic Partner
Mobile Phone
Email
B. H.
Financial Planner
Mobile Phone
Email
C. M.
Certified Financial Planner
Mobile Phone
Email
K. C.
Managing Member
Mobile Phone
Email
M. C.
Managing Member
Mobile Phone
Email

PWA Financial Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Business
Administrative
Analytics
Other

Contact profiles from PWA Financial

Name

Title

Contact Info

Location

Last Update

G. C.
Partner
Mobile Phone
Email
United StatesPennsylvania
Oct 24, 2025
C. M.
Strategic Partner
Mobile Phone
Email
May 25, 2023
B. H.
Financial Planner
Mobile Phone
Email
United StatesPennsylvania
Feb 19, 2026
C. M.
Certified Financial Planner
Mobile Phone
Email
United StatesPennsylvania
Sep 09, 2025
K. C.
Managing Member
Mobile Phone
Email
United StatesPennsylvania
Feb 18, 2026
M. C.
Managing Member
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is PWA Financial known for?

PWA Financial was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 503 Washington Avenue Suite 1b Newtown, Pennsylvania 18940 United States; you can contact the main corporate office by phone at

+1-215-710-****

. Explore PWA Financial's company overview page for more information.

What is PWA Financial's most common email format?

PWA Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PWA Financial email formats with LeadIQ.

How many employees does PWA Financial have currently?

PWA Financial has approximately 7 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PWA Financial's key employees and leadership?

As of March 2026, PWA Financial's key employees include:

Partner: G. C.
Strategic Partner: C. M.
Financial Planner: B. H.
Certified Financial Planner: C. M.
Managing Member: K. C.

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