Jeffrey Godshall, CFP®, CTFA

Financial Planner

Souderton, PA

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Jeff Godshall, Financial Planner

Jeffrey Godshall, CFP®, CTFA, is a Financial Planner with Everence Trust Company. Jeff is a trust and investment specialist serving on a team of financial professionals who help individuals, institutions and churches with their investment, insurance and financial planning needs.

Jeff holds the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor professional designations. He licensed in Pennsylvania for life insurance, long-term care insurance and fixed annuities. He earned a degree in accounting from Philadelphia University and graduated from Cannon Trust School.

Jeff and his wife, Donna, are active members of Franconia Mennonite Church. He currently serves as Treasurer for Chosen 300 Ministries, a homeless ministry serving the greater Philadelphia region, and as a Board member of Grace Inspired Living, a continuing care retirement community with campuses in Sellersville, and Telford, PA.

Jeff considers his career a calling and was drawn to Everence because of the organization’s legacy of stewardship values and mutual aid. Jeff strives to maintain high standards of integrity and professionalism and provide caring, personalized service.


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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.


Jeffrey Godshall, CFP®, CTFA is licensed to discuss and/or offer financial services and/or products to residents of PA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.