No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Edward B. Kucharski, CFP®
President/CEO
908-237-9004
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. 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.
Ryan Piesla
Investment Representative and Marketing Director
908-237-9004
Ryan started with Kucharski Financial in November 2015 working as an analyst for our Mutual Fund models as well as paraplanning assistant. He has since built out our advisory models that have developed into one of our main investment vehicles. He is also in charge of website design and directing marketing campaign for business development. He graduated from West Chester University, in West Chester, PA with a Bachelor of Science in Finance in May 2018. He has since started his career in the Financial Services by completing his Series 7 exam. Ryan will continue working on getting certifications with his Series 66 and Life and Health Insurance Licenses, as well as working toward his CFP certification.
In his free time, Ryan enjoys playing with his dog, Maui (a golden retriever/beagle mix), snowboarding, or spending time cheering on his favorite team, the New York Mets, with his friends and family.
Dawn Clymer
Client Service Coordinator
908-237-9004
My name is Dawn Clymer and my voice is the first one you will hear when calling Kucharski Financial Services. I have been with KFS since 2013 and find my position both interesting and exciting. As Financial Administrative Assistant my position is to support you with any administrative needs or questions you may have. My goal is to make both Mr. Kucharski’s job and the client experience as seamless as possible. I grew up in Alpha, NJ and currently reside in Easton, PA with my husband of 21 years. We enjoy spending time with family, especially our granddaughter Lillian who will be three this year. I also enjoy volunteering and am the Secretary of the Alpha Volunteer Fire Co Ladies Auxiliary. You can reach me at 908-782-7200 x106 should you have any servicing needs.
