George Kerschner, CLU, ChFC

George has been in the financial services business for over 30 years, designing and implementing financial strategies for individuals and corporations seeking authoritative financial information and guidance.

 

A 1977 graduate of Villanova University in Finance and Business Administration, George specializes in Wealth Accumulation, Distribution and Risk Protection strategies for businesses and individuals.

 

George was a registered representative for Northwestern Mutual for 19 years. For 6 of those years he was also the Philadelphia associate of the Todd Organization, a national executive benefits consulting company. He is a CLU, a ChFC and an 18-year member of the Million Dollar Round Table. He also held positions as Vice President – Estate Planning Consultant for Prudential Securities and as Regional Director of Life Insurance for New England Financial. He has given numerous presentations on advanced planning techniques for various professional organizations and companies.

 

 “The level of expectation and standards from our clients and from our own industry has never been higher. Those expectations require us to deliver the highest possible level of service and expertise when providing clients solutions to their business and personal financial challenges.”

 

George is a member of the Philadelphia Estate Planning Council, the Montgomery County and National Association of Insurance and Financial Advisors (NAIFA). He lives with his wife and 3 children in Wayne, PA and is an avid golfer. He is active in several community youth sports programs and has served on the Radnor Township School Board.