About My Practice
As a CERTIFIED FINANCIAL PLANNER™ with Financial Life Planning, LLC, my approach to working with clients is centered on gaining a full understanding of each persons goals and objectives and then serving as their advocate to ensure appropriate action is taken. From an advisor standpoint, his clients consider his strong line of communication, diligence, and high level of personal integrity to be his strongest attributes.
Through my Registered Investment Advisory (RIA) firm, Financial Life Planning, LLC, I guide a variety of professionals, families and business owners through the various stages of wealth accumulation, protection and distribution in the most tax-efficient and cost effective manner. Using a unique planning process, I often work in conjunction with my client's accountant, attorney and other advisors to identify both coordination gaps as well as planning opportunities. As a result, my clients have found that the comprehensive review of their planning needs and concerns provided them with not just greater confidence, but significant improvement to their own family situation.
In addition, he was named as a "FIVE STAR Wealth Manager"™ in each the 2012, 2011, 2010 and 2009 editions of Philadelphia Magazine.
Adding to Edward's broad direct financial planning experience, he also held various senior positions within the financial services industry including Manager of Finance for Advanta Business Credit Cards, Senior Director of Finance and Reporting for Metris Business Services, and Vice President of Strategic Planning and Forecasting for Chase Manhattan Mortgage.
Edward graduated from Stockton State College with a Bachelors Degree in Finance and later earned an M.B.A. in Finance with a concentration in Portfolio Management from Drexel University. While in college, he also served as an intern for the Securities and Exchange Commission in Washington, DC.
Edward is a member of the Financial Planning Association (FPA), a former College Planning instructor with the American Education Foundation (AMEDF) and lives in Mount Laurel, NJ with his wife Karla and two sons Tyler and Alex.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Life insurance: NJ, PA, NY, Health/disability insurance: NJ, PA, NY, Fixed annuities: NJ, PA, NY, Variable annuities: NJ, PA, NY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA-Drexel University
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.