Rob Gueriera Jr.
Founder & Principal
Rob is the Founder & Principal of Wharton Wealth Management, where he has spent more than three decades helping individuals and business owners navigate wealth accumulation, retirement planning, and long-term financial decision-making.
His practice is centered on working with clients who value a trusted advisor to simplify complex financial matters and provide clear, strategic direction. Rob is known for his ability to translate sophisticated planning concepts into practical, personalized strategies that align with each client’s values, goals, and desired lifestyle.
As a fiduciary, Rob is committed to acting in his clients’ best interests, guided by the principles of loyalty, care, integrity, full transparency, and disciplined investment diversification.
Rob is a Chartered Financial Consultant (ChFC) and has developed particular expertise in income distribution planning for individuals approaching and living in retirement. His advanced coursework through The American College includes Income Taxation, Fundamentals of Estate Planning, and Financial Decision-Making at Retirement. He is also a Registered Representative and Registered Principal with Osaic Wealth Inc, a Registered Investment Advisor.
A native of Broomall, Pennsylvania, Rob attended Cardinal O’Hara High School and earned his Bachelor’s degree in Accounting from Villanova University. He began his career with a prominent planning firm in Bala Cynwyd before founding his own practice.
Rob resides in West Chester with his wife, Annmarie. He enjoys spending time with his four grown children and soon to be grandchildren. Outside the office, he enjoys golf—despite a swing he jokes resembles Charles Barkley’s.
Email: rob@whartonbusinessgroup.com
Janet Morales
Director of Client Experience & Operations
As the Director of Client Experience & Operations, Janet plays a central role in ensuring the firm runs efficiently and delivers a consistent, high-quality client experience. She works closely with all team members to coordinate and execute firm initiatives, while establishing processes and standards that support effective business operations.
Janet oversees day-to-day activities across the organization, including the preparation of client reviews and meetings, regulatory compliance, and personnel coordination. Her attention to detail and deep operational knowledge help keep the firm organized, responsive, and positioned for continued growth.
Janet has been a trusted member of Rob’s team since 1993, bringing decades of industry experience and institutional knowledge to her role.
She resides in Perkiomenville with her husband, Ivan, and enjoys spending time with their children, Eliza, Evelyn, and Ivan Jr.
Sopy Sou
Registered Assistant
As a Registered Assistant, Sopy is responsible for processing and tracking all new business as well as changes made to existing portfolios. She also assists the service team with daily client relationships and contact, as well as various other client service tasks. In addition, she helps with general administrative office support and special projects.
Sopy was raised in Annville and earned a Bachelor’s Degree from Millersville University. She currently lives in Lancaster and enjoys traveling and spending time with her husband, family, and friends.
Julia Brent
Client Relationship Associate
As a Client Relationship Associate, Julia plays an important role in supporting both clients and the advisory team by ensuring all client information and business documentation are accurate, organized, and up to date. She assists with day-to-day client service needs, helping to facilitate a smooth and efficient experience across all interactions.
Julia works closely with clients and vendors, providing responsive communication and thoughtful support. Her positive attitude, attention to detail, and strong organizational skills make her a valuable member of the team and a reliable resource for both clients and colleagues.
Julia attended Merion Mercy High School and continued her education at Immaculata University. Outside of the office, she enjoys spending time with family, friends and her beloved pet's Ellie the bunny and Matilda the cat.
Dave Gueriera
Director of Retirement Plan Strategies
Dave Gueriera is a seasoned employee benefits consultant and group retirement planning specialist who has been a key leader at WBG since 2007. He focuses on designing and implementing customized retirement plan solutions for small and mid-sized businesses, helping employers maximize plan efficiency while improving participant outcomes. His expertise includes 401(k) plan design, fiduciary guidance, plan optimization, and SIRA strategies—making him a trusted advisor for organizations looking to strengthen their retirement offerings.
In addition to his retirement plan focus, Dave brings deep experience across the full spectrum of employee benefits, including health, life, and property & casualty insurance. This comprehensive approach allows him to align retirement plans with overall benefits strategy, creating cohesive and cost-effective solutions for his clients.
Prior to joining WBG, Dave worked at a Fortune 500 benefits consulting firm, where he developed a strong foundation in building scalable, results-driven benefits programs for organizations of all sizes. Since joining WBG, he has played a pivotal role in the growth of the firm’s Group Department, expanding its retirement plan advisory services and enhancing the client experience through a hands-on, consultative approach.
Dave is also instrumental in driving WBG’s financial planning initiatives, often working with business owners and key executives to bridge the gap between corporate retirement plans and personal financial goals. Through client referrals and strategic partnerships with CPAs, attorneys, and other advisors, he continues to grow the firm’s presence in both the retirement plan and wealth planning space.
A graduate of Penn State University, Dave holds licenses in Life & Health Insurance and Property & Casualty Insurance, along with Series 7 and Series 63 securities registrations.
Outside of the office, Dave lives in West Chester with his wife, Lisa, and their children, Alex, Sophia, and Elliana. He also serves as Head Football Coach at Malvern Preparatory School in Malvern, PA, where he brings the same leadership, discipline, and team-first mindset that define his professional approach
Nancy Sell
Senior Account Executive
Nancy is a versatile Account Manager and client advocate with over 20 years’ experience in the Health Insurance industry. Nancy’s unique and wide-ranging skill set has enabled her to successfully contribute in a variety of roles, including unparalleled customer service, client relationship management, insurance carrier liaison, claim resolution specialist, quoting and Benefit expert.
Nancy is responsible for all aspects of making your Group or Individual Health plan, 401K, STD, LTD and Group Life purchasing experience and ongoing management of such an effortless, positive experience.
Nancy grew up in West Chester and attended Temple University after graduating from East High School. She currently resides in West Chester with her two amazing sons, Dylan and David.
Vincent Dignazio
Vice President of Group Benefits
As the Vice President of Group Benefits, Vince works closely with our clients to help implement and maintain their group employee benefit programs. With over 24 years of experience in the group benefits arena, Vince is a proven consultant with extended experience as a business development professional.
Vince was raised in Wallingford, PA and earned a BS in Business Administration from the Villanova School of Commerce and Finance. He currently resides in Rose Valley, PA with his wife Kelly and their children, Nicolas, Annie and Tessa. Vince enjoys playing golf and watching his children’s sporting events in his spare time.
Gerard Rosato
Senior Benefit Consultant
Gerard recently joined Wharton Benefits Group, bringing with him more than 15 years of experience in the insurance and employee benefits space. Prior to Wharton, he was a principal and founding member of Centurion Benefits, which was acquired in 2019.
As a Senior Benefits Consultant, Gerard specializes in client management and new business development, with a focus on small to mid-sized employers. He is known for delivering high-level consulting strategies tailored to each client’s unique needs, particularly in today’s complex benefits environment. His approach emphasizes long-term planning and cost containment through innovative and alternative funding solutions.
A native of Newtown Square, Pennsylvania, Gerard earned his undergraduate degree from the University of Pennsylvania. He currently resides in Jeffersonville, Pennsylvania with his wife, Danielle, and their two daughters, Ava and Colette. Outside of work, Gerard enjoys spending time with his family and playing competitive golf.
Kimberly Law, MBA
Senior Account Executive
Kim is a Senior Account Executive with over 25 years of experience supporting and servicing employee benefits clients across the small and mid-sized markets. She is dedicated to delivering exceptional service while educating clients on all aspects of their benefits programs, including medical, dental, ancillary, and voluntary offerings.
Throughout her career, Kim has built a reputation for guiding clients through key areas such as carrier selection, benefits administration, employee communications, claims resolution, and compliance. Her thoughtful, hands-on approach ensures clients feel informed and supported in an increasingly complex benefits landscape.
Kim grew up in Newtown Square, Pennsylvania, and earned her MBA from Villanova University. She currently resides in Downingtown, Pennsylvania with her husband, Bryan. In her free time, Kim enjoys walking, gardening, traveling, and spending time in Charleston, South Carolina with her daughter, Alex.
Email: kim@whartonbusinessgroup.com
Contact Us
Wharton Wealth Management
110 Phoenixville Pike, Malvern, Pennsylvania 19355, United States
Phone: 484-328-3590 Fax: 484-328-3590 Email: rob@whartonbusinessgroup.com
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
