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Ed Falkowski
Investment Adviser Representative
OFFICE: 843.442.0986

FAX: 843-881-6518


SERVICE AREA:
South Carolina
OFFICE LOCATION
Serving the Mt. Pleasant
and Charleston, SC area


HOURS
Monday through Friday 8:30 AM - 6 PM. Evenings and weekends by appointment.
CONNECT WITH ME:
Welcome

Thanks for visiting my web page. I specialize in working with clients who are approaching or in retirement. Working from specific client goals and objectives, strategies are developed to allocate assets to best meet those goals.

Areas of Focus
  • Retirement Planning
  • Wealth Preservation
  • Social Security Optimization
  • Tax minimization
Experience
  • 30 year career as a corporate executive
  • Business coach and consultant
  • 12 years in the financial services industry
  • Licensed Life and Health producer in South Carolina and Texas
  • 3 years as Investment Advisor Representative
Education
  • BSChE Worcester Polytechnic Institute
  • MBA Western New England University
  • Post graduate courses at The Wharton School, UPenn
Associations
  • National Association of Professional Agents (NAPA)
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