Stanley F. Ehrlich

Stanley F. Ehrlich

President & CEO

I started my financial planning and asset management practice in Clinton, NJ in 1996. I strive to develop a personal relationship with each of my clients, and then jointly prepare an investment program that suits both their goals as well as their temperament.

My undergraduate degree is from Syracuse University in Economics, and I have a Master of Arts from John Jay College and a Master of Public Administration from New York University. I also completed my doctoral coursework at New York University with a concentration in finance.

I taught for 11 years at Raritan Valley Community College, and one year as an adjunct at The College of New Jersey (formerly Trenton State College). I also served as a contributing editor and columnist for three Reed Business Communication publications, writing articles and columns on personal finance. I currently write a column for fellow advisors in the NAPFA Advisor, the national publication of the National Association of Personal Financial Advisors.

I joined NAPFA, the pre-eminent fee-only financial planning association, in 1997. In order to meet NAPFA's stringent continuing education requirements, I attend NAPFA regional and national conferences as well as educational programs provided by the Institutional Service Group of Charles Schwab. I served for four years on NAPFA's Northeast-MidAtlantic Regional Board of Directors, to include two years as Treasurer, and chaired the 2007 Northeast/Mid-Atlantic Regional conference in Hartford, CT. In addition, I am a member of IMCA, the Investment Management Consultants Association, and attend their educational conferences as well. 

After raising a family for 30 years in Union Township, Hunterdon County, I currently reside in Westfield with my wife, Pearl, a retired inclusive education teacher. We have three daughters and five grandchildren.    

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