David Biffen, CFP®, ChFC, CLU, MSFS
Founder and president of Biffen Wealth Management, David graduated with a bachelor of arts degree from Temple University in Philadelphia, Pennsylvania. He holds a master's degree in financial planning, and he has spent his entire career in financial services.
David has earned many academic and professional certifications and credentials including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Chartered Life Underwriter (CLU), Chartered Financial Consultant® (ChFC®), and a Master of Science in Financial Services (MSFS). David is also a FINRA Series 7 General Securities Representative, FINRA Series 24 General Securities Principal, FINRA Series 63 Uniform Securities Agent State Law, a Registered Principal, and an Investment Adviser Representative with and through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. David is a Certified Kingdom Advisor (CKA) designee and a Charter Member of Kingdom Advisors. Commonwealth Financial Network and Kingdom Advisors are separate and unrelated entities.
David has been an adjunct faculty member, authored books, and lectured throughout the area. He is an active member of the West Chester Rotary, having served as program chairman and board member for many years, and has taken roles in multiple community events. As an avid Civil War buff, David enjoys his membership with the Delaware Valley Civil War Round Table. Patty, David’s wife, is a retired public school educator and assists in the office. They are active members of their church and love spending time with family, especially with their three young grandchildren. Patty and David relish the time spent at their lake cottage in the Endless Mountains.
Matthew Biffen, MSFS
Matt graduated magna cum laude in 2003 from Neumann College in Aston, Pennsylvania. He received his Master of Science in Financial Services (MSFS) at The American College in Bryn Mawr, Pennsylvania, in 2012.
Matt is an Eagle Scout who has always believed in giving back to his community. He has volunteered with various organizations, including as a volunteer firefighter, starting at age 16. He grew up in the family business and is currently serving as a proactive wealth advisor. He believes understanding individual goals plus client education can lead toward achieving goals. He also believes that following a disciplined investment approach can help eliminate emotionally based decisions, which can greatly reduce one's chances of success.
Matt holds FINRA Series 7 (General Securities Representative) and 66 (Uniform Combined State Law) securities registrations. He also holds insurance licenses for accidental health, life, fixed annuities, and variable life/variable annuities.
Matt is a nationally registered paramedic (NRP) and Pennsylvania state-certified paramedic, having graduated from the Thomas Jefferson University paramedic program. He is able to put his paramedic training to use as a volunteer firefighter/paramedic and fire police lieutenant for the Rocky Run Fire Company in Delaware County, Pennsylvania. Additionally, he is a member of the company's board of directors. Matt is also a state advocate for the Everyone Goes Home program with the National Fallen Firefighters Foundation. The goal of this program is to reduce the number of preventable firefighter line-of-duty injuries and death.
The animal rescue community is fortunate to have Matt as an active, passionate member and advocate. He volunteers with several organizations in the animal rescue community, for which he fosters cats and helps place them in loving homes. He conducts home visits in a 100-mile radius for Mastiffs to Mutts, a dog rescue located in Chambersburg, Pennsylvania. He assists in dog transports for several rescues in the Northeastern portion of the U.S. that pull dogs from high-kill shelters in the South and take them to no-kill rescues in order to find them loving homes.
Matt is a member of the Rotary Club of West Chester, where he is also a member of the Community Philanthropic Committee. This committee evaluates grant applications to help financially support worthy, non-profit orgazations in the Greater West Chester Community.