Every successful journey begins with a solid plan.

Educators First Financial of Pennsylvania (EFFPA) is a financial services firm dedicated to helping support educators of all ages by bringing focus to their individual financial and retirement strategies. We have a thorough understanding of the Public School Employees’ Retirement System (PSERS), and are skilled in helping public school employees maximize their PSERS benefits as part of their overall financial plans. We help all who come to us identify their financial objectives and make informed decisions about their financial futures so that they can enjoy the rewards of a career spent in service to others.

Who We Serve


We have over two decades of experience with the unique financial challenges and opportunities presented to all public school employees, and are skilled in working with the benefits of the Public School Employees’ Retirement System (PSERS).


State Employees

We believe our familiarity with the State Employees Retirement System (SERS) makes us unique in the financial services industry, and better positioned to serve you and your financial needs.


Friends of EFFPA

Success is defined by the quality of the relationships we form with all of our clients, regardless of vocation, who understand that doing business with us means that they have an advocate for life.


News & Events

Local Financial Professional Recognized Nationally for Top Performance

Limerick, PA (April 2016)

William P. Lorenz, CLU, ChFC, President and CEO of Educators First Financial of Pennsylvania, has qualified for the ACE Gold Award, one of the highest honors that Signator Investors, Inc. bestows on financial professionals within its national network. ACE stands for “Achieving Client Excellence.” This is William’s fourteenth year as an ACE qualifier.

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