Ed Falkowski

Ed Falkowski Email and Phone Number

Senior Advisor @
Ed Falkowski's Location
Mount Pleasant, South Carolina, United States, United States
About Ed Falkowski

I focus on working with individuals age 50 and over in preserving assets to enjoy a comfortable retirement lifestyle. Strategies are developed to minimize taxes and overcome the effects of inflation on retirement savings. Customized plans are developed to meet the goals and objectives of each client including protection from the "what ifs" that occur in life.In addition to holding a life and health insurance license, I am certified as an Investment Adviser Representative, representing Royal Funds Management of Orlando, FL.I am currently seeking joint venture partners from the mortgage brokerage sector to assist in finding affordable mortgage insurance for common clients.

Ed Falkowski's Current Company Details
Self-employed

Self-Employed

Senior Advisor
Ed Falkowski Work Experience Details
  • Self-Employed
    Senior Advisor
    Self-Employed Jun 2002 - Present
    Mt Pleasant, Sc
    My book of business includes over 200 individuals and multi-generational families who rely on my financial expertise for making important lifelong decisions.My insurance business is commissioned-based with over 25 appointments and includes life and health, Medicare, long term care, and fixed annuity products. My financial advisory practice is a fee only business based on the value of assets under management.While the two practices can often create conflict of interest situations, my recommendations always place priority on what is best for the client.
  • Ceco Environmental
    General Manager
    Ceco Environmental Mar 1996 - Jun 1999
    Conshohocken, Pa
    View
  • Dupont
    Global Business Director
    Dupont May 1979 - Jun 1995
    Wilmington, De And Tokyo, Japan
    Directed multiple business units over a 30 year career with principal emphasis on the international marketplace.
    View

Ed Falkowski Skills

Investments Financial Planning Portfolio Management Wealth Management Financial Services Finance Retirement Planning Risk Management Asset Management Insurance

Ed Falkowski Education Details

Frequently Asked Questions about Ed Falkowski

What company does Ed Falkowski work for?

Ed Falkowski works for Self-Employed

What is Ed Falkowski's role at the current company?

Ed Falkowski's current role is Senior Advisor.

What schools did Ed Falkowski attend?

Ed Falkowski attended Western New England University, Worcester Polytechnic Institute.

What skills is Ed Falkowski known for?

Ed Falkowski has skills like Investments, Financial Planning, Portfolio Management, Wealth Management, Financial Services, Finance, Retirement Planning, Risk Management, Asset Management, Insurance.

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