Edward J. Kohlhepp, Sr.

Ed is the Founder and CEO of Kohlhepp Investment Advisors, Ltd. He specializes in retirement and distribution planning for the firm, and his credentials include the following: CFP®, ChFC, CLU, CPC, and MSPA. He has the following securities licenses: Series 6, 7, 24, 63, and 65, as well as Life, Health and Variable Annuity licenses. He acquired his Bachelor of Science in Accounting from LaSalle University and his Masters in Business Administration from Temple University. Ed obtained his first license in the industry in 1969.

Ed has lived in the Doylestown area since 1977 with his wife, Betsy, and has 3 children and 7 grandchildren. He previously served as Senior Associate Professor at Bucks County Community College teaching Accounting, Finance and Statistics and the Bucks County Estate Planning Council. He is a member of the following organizations: the Financial Planning Association, the American Society of Pension Professionals & Actuaries, and the American Academy of Actuaries. Ed is listed in Who's Who in Finance and Industry, Who’s Who in the East, and the Who’s Who in America.

In spite of all of Ed’s credentials and expertise, he does like to spend some time out of the office. He is an avid golfer, although his score denies any sign of improvement no matter how much time he spends on the course. Since 1983, Ed has practiced shotokan karate and you can sometimes catch him wearing his black belt around the office. He has also been teaching karate to children ages 5-12 since 2000. Ed has a passion for music and has been playing the saxophone since he was a kid. Most recently, he relived his band days with a guest performance at his oldest daughter’s wedding. When the weather is nice, you’ll often find Ed taking long drives with his first, true love (don’t tell his wife!) – his 1968 Pontiac GTO.