Years of experience: 20

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Trust Score

Exceptionally trusted; proven professional excellence.

80%
Ethan's Career Path
Founder and OwnerJan. 2016 -
Present
Financial DogmaFounder and Owner
Malvern, PA
Wealth StrategistNov. 2012 -
Present
Scharf GroupWealth Strategist
Malvern, PAComprehensive financial planning, incorporating a total review of personal/business financial portfolio to achieve primary goals in the following areas: -Retirement planning; -Investment strategies to help minimize taxes; -College tuition planning; -Help to maximize rate of returns on investments; -Coach individuals Age 21-50 to build and preserve personal wealth.
Financial AdvisorJan. 2010 -
Nov. 2012
FRS Capital ManagementFinancial Advisor
Comprehensive financial planning, incorporating a total review of personal/business financial portfolio to achieve primary goals in the following areas: -Retirement planning; -Tax planning/reducing taxes; -Paying for educational expenses; -Maximizing rate of returns on investments -Review and/or creation of estate administration documents.