Ed is a CERTIFIED FINANCIAL PLANNER™ and joined Valley Financial Group as a Managing Partner in September of 2016. Ed has been in the investment industry since 2000 after a brief career as a high school math teacher. Ed’s most recent role prior to VFG was with Brinker Capital where he helped educate financial advisors and their clients on the nuances of behavioral finance and investing prudently. Ed holds a Bachelor’s Degree in Mathematics and Education from LaSalle University and a MS degree in Finance from Temple University.
A Personal Note
Ed was born and raised in Northeast Philadelphia, the son of a Philadelphia police officer. He is happily married to his lovely wife Robin. They reside in Collegeville, PA with their high school-aged children — Colin and Ella—and can often be found attending their soccer games and track meets.
Away from the business, Ed enjoys playing golf, tennis, and basketball, as well as reading. Ed and his family enjoy spending their summer weekends in North Wildwood.
We take the time to intently listen to you and learn “your story” and how you got to where you are now. Whether you are planning to retire in 5 years or next month, we will co-create with you a financial plan that incorporates the things you value the most in your life. For many of our current clients, it is some combination of spending time with family and friends in the places they enjoy the most while creating great experiences. It gives us great satisfaction, helping our clients achieve their retirement goals.