Our Qualifications

Edward B. Kucharski, CFP®


As a Certified Financial Planner, I strive to provide my clients and their families with confidence in knowing I can help guide and assist them in obtaining their financial objectives.  I do this by providing comprehensive investment advice, creative solutions, and sensible investment strategies. Our planning process offers independent investment consulting services designed to help clients maximize wealth. Initial consultations are without charge or obligation.

I currently hold several securities registrations and insurance licenses on a State and Federal level as well as a NJ Real Estate License.  In 1979, I graduated with a Bachelor of Science from West Chester University, West Chester, PA.  I have completed my course of study and received the Certified Financial Planner designation from the College of Financial Planning in Denver, Colorado.

I began my career in Financial Services with Prudential in 1979.  In 1984, I began working with American Express Financial Advisors where I received extensive training and education in the financial planning process.  In 1988, I opened my own independent financial planning practice.  We are a managing field office of FSC Securities Corporation, a registered broker/dealer firm headquartered in Atlanta, Georgia.  FSC is one of the largest financial services firms in the nation.  For 50 years, FSC has provided independent financial advisors with the resources, services, and products we need to deliver objective, customized financial plans to individual investors and businesses.  We have at our disposal broad investment and risk management vehicles for the financial services industry.  We are also members of the Certified Financial Planner Board of Standards for CFP®  professionals located in Washington, DC, a professional organization solely for financial planning professionals.