Artie McGonigal is a second-generation financial planner at Heritage Financial Consultants. Artie joined Osaic FA (formerly Lincoln Financial Advisors) in 2015 as a part of the Leadership Preparation Program. During his time in the program, he worked for Osaic FA in Fort Wayne, Indiana, and for Heritage Financial Consultants as a Client Relationship Manager to John G. McCarthy III and Brian Gracie. In 2017, Artie transitioned to join Art McGonigal Jr.’s practice at Heritage Financial Consultants.
He graduated from Penn State University with a B.A. in Mathematics and a B.S. in Economics. Artie currently resides in Arlington, VA.
Certifications
- CERTIFIED FINANCIAL PLANNERTM practitioner
- Chartered Financial Consultant (ChFC®)
- Series 7 & 66 registered
- Life and Health insurance licensed
- Registered Investment Advisor Representative
Education
- B.A., Pennsylvania State University
- B.S., Pennsylvania State University
Arthur H. McGonigal Jr.
Partner
Aimee Solliday
Practice Manager
Primary Service Areas
Financial planning
Planned giving & charitable trusts
Estate planning strategies
Investment optimization & risk management strategies
Business succession planning
Tax reduction strategies
Benefit plans