Retirement is hard. Knowledge is the first step.

Edward Schoeb | Financial Planner | Strategic Path Retirement

Edward Schoeb

Financial Planner

When Ed Schoeb isn’t running between sporting events, he and his wife, Mara, and their four children enjoy the outdoors and cycling together. Hilton Head Island is the family’s favorite vacation spot.

When Ed was only a teenager, he reached a milestone of $10,000 in savings and asked his uncle, Bob, where he could get a better return on his money than the local church credit union. “I always considered him to be the smartest person in the room, but he didn’t have an answer for me. That’s the moment when my journey in the financial world began,” says Ed.

Ed also learned some tough lessons from his father who never trusted anyone with his money and ended up making some poor decisions with his retirement savings. “Trying to fix bad decisions 20 years after the fact is often detrimental to one’s retirement. That’s why we strive to help our clients avoid critical mistakes before they happen.”

Ed believes that honesty and integrity are the greatest traits he can offer his clients. “Anyone will do business with you because they like you, but no one will refer their friends and family to you unless they trust you.”

Ed’s credentials include:

  • Bachelor’s degree in business administration from the University of Pittsburgh
  • Pennsylvania insurance license in life, health,  and disability insurance

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