Edward Kerns (CDFA, CFP®)
Edward Kerns focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- Federal Employees
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- Federal Employees
Planning Specialties
Why do I work almost exclusively with women clients? I write more extensively about this in my e-book. But the short version is that I observed my mom deal with a variety of financial struggles as a single woman.
As a result, I was curious if serving the financial needs of women were unique in any way, and if I’d be a good fit to serve those needs. So, I conducted an informational interview project in metro Atlanta where I interviewed 100 professional women.
I realized that while many of these women may have different financial concerns than those my mom faced as a young single-parent, their feelings and expressions of worry about financial matters were quite common and familiar to me. Even as many women are thriving in their careers today, most still have no real confidence in their future financial preparedness. Without the help of a trusted financial planner, it’s doubtful that many of these women will achieve the outcomes they desire or the peace of mind they hoped their financial success would provide.
The financial services industry continues to speak to women as a collective group about financial matters. But we know that financial needs, wants, and wishes are unique to an individual person (not a gender) and are best determined through the discovery of personal financial goals, priorities, obligations, and aspirations.
The women we serve face many important questions and decisions about their financial future, but we believe there are four main questions that matter most:
- Do you have the plan that’s right for you?
- Are you working with someone you can trust?
- Do you have confidence your portfolio will get you there?
- How do you stay on track?
Additional Information
Ed Kerns is the President of Kerns Wealth Management. He is responsible for managing the firm and guiding clients through a distinctive wealth management process. Specifically, his role includes designing, building, and protecting a wealth management plan for his clients.
In his free time Ed enjoys playing acoustic guitar and attending singer/songwriter venues. He also likes playing an occasional round of golf, hunting and spending time with family and friends.
Originally from Clarksburg, West Virginia, Ed is married to the former Jana F. Gutiérrez, Ph.D., a childhood friend from junior high. While Ed works several days a month in the Atlanta office, he and Jana reside in Opelika, AL, where she is an Associate Professor of Spanish at nearby Auburn University.
NAPFA Start Date
August 11, 2020
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.