Professional

Education

 

B.A., Finance, University of Dayton, 1984

College For Financial Planning, 1988

Professional

Certifications and

Designations

 

CERTIFIED FINANCIAL PLANNER (CFP®)

Retirement Income Certified Professional (RICP®)

Certified Long Term Care (CLTC)

 

Range of

Experience

Ed has over 31 years experience in the financial services industry.   He is focused on Private Client Services for professionals, business owners, executives and high net-worth individuals.  These services include family security, asset modeling, retirement planning and income distribution strategies, estate tax planning, charitable giving and education planning.  Before joining the Northwestern Mutual Financial Network as a Specialist in 2002, Ed spent almost 20 years at a Private Family Office practice.

 

Civic and

Community Affiliations

United Way – Helping Families Thrive - Board Committee

Saint Bonaventure Athletic Association – Past President

Diocese of Pittsburgh Catholic Charities – Giving Advisor

Edward M Gallagher III, CFP®, CLTC®, RICP®

Wealth Management Advisor

 

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