Conferences and meetings by appointment only

Mr. Bahls graduated from Bucknell University with a degree in chemistry, worked for General Electric in finance, served in the United States Army as a Signal Officer in Vietnam, and received a Juris Doctorate degree from Temple University School of Law. Thereafter for twenty years he did (i) residential, commercial, and industrial real estate work; (ii) major transaction work (organized for-profit and not-for-profit entities, contracts, leases, agreements of sale, financing documents, etc.); (iii) municipal work; (iv) commercial law and bankruptcy work; and (v) estate planning. In 1995 he challenged and passed the two day CFP exam which authorized his use of the CFP designation. From there on almost his entire professional focus has been estate planning, charitable gift planning, estate and trust administration, financial planning, and consulting work for a large educational institution for disabled children. In September 2004 he and his wife made a life style change by moving to Park City, Utah, while retaining some Pennsylvania based clients and developed a similar client base in Utah. In October 2016, he and his wife desired another lifestyle change and moved to Monument, Colorado.

Principal Planner

Professional Organizations (Law)

He is a member and past president of the Bucks County Bar, a member of the Pennsylvania Supreme Court Bar and the Utah State Bar. He was an active member of the the Pennsylvania Bar Association serving as a county delegate for 18 years, and a director of the Bankruptcy Conference for the Eastern District of Pennsylvania (the bankruptcy bar association for the US District Court for the Eastern District of PA).

Specific Legal Experience

In the early 1980’s, he served as Secretary and General Counsel to AM Communications, Inc. whose business was the construction of cable TV systems across the United States and the manufacture of electronic equipment for the cable TV industry. In the course of his representation the company went from a private to a public company by virtue of two syndicated public offerings (1980 & 1983) that raised a combined $10 million of total equity investment. It also became qualified as a 1934 Securities Act company thereby imposing various annual and quarterly financial filing requirements. The significance being that out of that experience he became knowledgeable about the problems, burdens and responsibilities of small companies going through the public capital raising process and then maintaining their achieved status.

He also served for five years as a solicitor to Quakertown Borough (1980-1985). The Borough of 12,000 people (i) ran its own electric distribution facilities, water plant, and sewer plant; (ii) was free of any debt; and (iii) had investments well in excess of $12.0 M. (1983 dollars). For the Borough he initiated the founding and operation of the Quakertown Area Industrial and Commercial Development Authority to promote local the development of industry and commerce in the community.

In the context of charitable/ non-profit organizations, for fifteen years he served as general counsel to LifeQuest, a non-profit provider of health care services that formerly owned an 89 bed hospital, two nursing homes and a regional home care service. And in the field of commercial law, he served from 1989 to 1994 as commercial law counsel to a Pennsylvania based national bank.

Current Legal Professional Status

Mr. Bahls is authorized to practice law in Utah as well as in Pennsylvania. This authority to practice law carries with it certain ethical responsibilities, constrains and can conflict with his financial planner responsibilities. As a consequence both professions may not always be carried out in the same locus.

Professional Organizations (Financial Planning)

Mr. Bahls performs his financial planning work from his new home in Monument, CO. For the last twenty years the fields of estate planning and financial planning have been his primary areas of concentration. Mr. Bahls successfully challenged the CFP comprehensive examination and received the CFP designation from the Certified Financial Planner Board of Standards in April 1995. He is a past president of the Financial Planning Association of the Philadelphia-Tri-State Area. This local chapter of the premier national financial planning organization had over 900+ members, both CFP and non-CFP, dedicated to furthering the financial planning process and profession. He was a member of the Presidential Advisory Board of Melmark, Inc., one of the largest educational institutions for disabled children in Pennsylvania (resident population of 400+/-) with an 80 acre campus in suburban Philadelphia and another campus in Boston.

Education & Training

1964Bucknell University
Bachelor of Arts (B.A.), Organic Chemistry
1970Temple University – James E. Beasley School of Law
Juris Doctor (JD), Law
1988Bucks County PA Bar Association
President
2002Philadelphia Tri-state Chapter of Financial Planning Association
President