William P. Lorenz, founder of Educators First Financial, is a seasoned veteran of the financial services industry with a BS in Finance and Economics from Kutztown University. He earned his Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College in Bryn Mawr, PA in 2002 and 2012, respectively. These marks of excellence represent more than 850 combined hours of study in key financial disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.
While he helps people of all professions, Bill’s expertise has been in working with educators since 1992. His in-depth knowledge of PSERS and SERS has enabled him to help hundreds of teachers and state employees successfully plan for their futures and realize their retirement goals.
In 2017, Bill was inducted into John Hancock’s coveted Hall of Fame. In 2018, he qualified for his 17th ACE (Achieving Client Excellence) award with Signator Investors, Inc.