Edward Leach (CFP®, MBA)

Edward Leach focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Goal and Retirement Planning, Multigenerational Planning, Wealth Transfer Planning, Start-up Founders, Executive Benefits, Working with Members of Gen X and Gen Y.

Additional Information

Ed specializes in multigenerational planning, executive benefits, and portfolio risk management. Ed also coordinates the design and implementation of financial planning solutions for clients.

Ed holds the CERTIFIED FINANCIAL PLANNER™ designation and has completed his MBA studies at Montclair State University. Ed has been quoted on CNBC, Verizon 1 News, and the NJ Star Ledger on various financial planning topics, and has given seminars to professional organizations. Ed is a member of Beta Gamma Sigma, an International Honor Society earning the right to be considered "Best in Business". Ed completed his undergraduate studies in Finance and Economics at Ramapo College of New Jersey.

Ed is also a member of the XY Planning Network, the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y.

In his free time Ed enjoys following his beloved NY Jets, boating, and working out in the gym.  Ed donates his time to Alzheimer’s NJ where he is currently serving as Treasurer.  He lives in Waldwick, NJ with his wife Alyssa.

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NAPFA Start Date

October 08, 2014

This Office

1680 State Route 23, Ste 210 Wayne, NJ 07470-7501 Phone: (973) 557-2933