Ed has over 25 years of experience and specializes in the areas of qualified plan design, compliance, investment advisory, employee communication and retirement planning. He works closely with business owners, chief financial officers, human resources managers and their employees in the areas of retirement savings accumulation, investment management & asset allocation and income & distribution planning. Ed is a graduate of Philadelphia University (B.S in Finance & Economics). He obtained a Masters in Business Administration (M.B.A) from St. Joseph’s University. Ed’s other designations include Accredited Investment Fiduciary (AIF®), Chartered Retirement Plans Specialist (CRPS®)