Edward J. McNicholas

EDWARD J. MCNICHOLAS, CRPS®, CRPC®, AIF®, QPA, MBA

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®) and Chartered Retirement Planning Counselor (CRPC®). An active member of the American Society of Pension Professionals & Actuaries (ASPPA) since 1992, he also holds their designation of Qualified Pension Administrator (QPA). His licenses include Series 7, 63 and 65 with the Financial Industry Regulatory Authority (FINRA).

Ed resides in Ambler, PA with his wife Megan and their three children.