Edward Kerns (CDFA, CFP®)

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

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Corporate Executives

Divorce Planning

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.