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Episode 117: IRIA with Family Ties

Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD

Ed Kohlhepp, Jr. is the president of Kohlhepp Investment Advisors, LTD. In Doylestown, Pennsylvania. He graduated with a degree in marketing from Fairfield University, and acquired his master’s degree in business administration from Pennsylvania State University. He holds FINRA Series 6, 7, 63, and 65 licenses, as well as life, health, and variable annuity licenses. Ed joined Cambridge in 2004, and is a 2017 Spirit of Cambridge honoree. In his free time, Ed enjoys cycling and spending time with his two boys and wife. Ed has two large goals of visiting all of the national parks in the United States and attending a hockey game in all of the arenas across the country.

Episode 117: IRIA with Family Ties Amy Webber and Ed Kohlhepp, Jr.
Episode 117: IRIA with Family Ties

Kohlhepp Investment Advisors, LTD. Is located in Doylestown, Pennsylvania, and focuses on education, estate, income, investment, life, retirement, and tax planning, as well as benefits and insurance analysis. Their mission is to relieve financial stress on families and individuals, as well as help them achieve their financial and life goals and fulfill their dreams. Ed and his team want their clients to live the life they want now and in the future with the financial security they deserve. http://www.kohlheppadvisors.com/

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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