Financial Planners. Health Insurance Specialists. Trusted Advisors. Wealth Strategists. Client Advocates.

At Penn Rise Advisors we specialize in investment and financial planning, health insurance, life insurance and employee benefits. We provide businesses and individuals with objective guidance, dedicated service and quality investment and insurance products for a good value. We strive to be client advocates in everything we do because we feel that our clients are an extension of our family.

By having the ability to offer reputable financial planning, investment and insurance services under one roof, we will streamline our clients’ time and strategy around important business and life decisions.

The Faces of Penn Rise Advisors

Karl Klingmann II is the President and CEO of Penn Rise Advisors and a graduate from Lafayette College where he earned a degree in economics and business. After several years working in the investment and insurance industry, Karl decided it was time to start his own company and founded Penn Rise Advisors in 2006.

Karl’s in-depth knowledge and dedication to his clients has allowed him to be a trusted advisor to business owners, their employees and individuals for over 15 years. Karl’s specialties include investment and financial planning, as well as employee benefit plans for small and medium size businesses.

Karl has passed the Series 7, 6, 63 and 65 exams. The Series 65 allows him to be an Investment Advisor Representative, and with that, has a fiduciary responsibility to act on the client’s behalf. In addition, he has life and health insurance licenses and is certified to sell on the health insurance market place.

Karl is a member of the Board of Directors and chairs the Government Affairs Committee of the Western Chester County Chamber of Commerce, is a member of the National Association of Health Underwriters and the Greater Philadelphia Association of Health Underwriters. He has also published writings on topics pertaining to retirement planning and Long Term Care Insurance.

During his personal time, Karl enjoys soccer, camping, traveling, hunting, spending time outdoors with his family and fixing anything possible in his garage workshop.

 

Dana Liebert is our Office Manager and is most likely the first friendly voice you'll hear when calling our office. In addition to being our go-to person for all things customer service, Dana is responsible for processing health insurance quotes, enrollments, deletions, billing and claim resolutions, COBRA administration, life insurance application submission and verification, and investment paperwork processing.

Prior to joining Penn Rise Advisors in 2013, Dana's varied career consisted of working as an executive assistant for a major healthcare company, to managing restaurants in the British Virgin Islands to piloting hot air balloons through a business she owned with her husband.

 

Dana is a native of California but lives in Chester County, PA with her husband for the past 24 years. In her spare time she enjoys cooking, bicycling, hiking and traveling.

 

 

Investment performance is not guaranteed and results differ for each client.

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