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Ethan Quirin

Ethan Quirin

Project Manager

location of Ethan QuirinMalvern, Pennsylvania, United States

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  • Timeline

  • About me

    Founder and Owner at Financial Dogma

  • Education

    • University of Pittsburgh

      1996 - 2000
      Bachelor of Science Chemistry, Dual Business Degree

      Activities and Societies: Kappa Sigma Fraternity Honors Scholar

    • Villanova University Charles Widger School of Law

      2000 - 2003
      Juris Doctorate Law

    • University of Notre Dame - Mendoza College of Business

      2003 - 2005
      MBA Finance, Marketing, General Business Administration

  • Experience

    • O'Neill Properties

      Aug 2005 - Nov 2008
      Project Manager

      Project management in the entitlement/pre-development, development/construction and close-out phases of land development and ground-up construction projects.Legal review of contracts with JV partners, vendors, contractors and buyers/tenants.

    • ING Financial Partners

      Jan 2009 - Dec 2009
      Investment Advisor Representative

      Comprehensive financial planning, incorporating total review of personal/business financial portfolio to achieve primary goals in the following areas:-Retirement planning;-Tax planning/reducing taxes;-Paying for educational expenses;-Maximizing rate of returns on investments-Review and/or creation of estate administration documents.

    • FRS Capital Management

      Jan 2010 - Nov 2012
      Financial Advisor

      Comprehensive financial planning, incorporating a total review of personal/business financial portfolio to achieve primary goals in the following areas:-Retirement planning;-Tax planning/reducing taxes;-Paying for educational expenses;-Maximizing rate of returns on investments-Review and/or creation of estate administration documents.

    • Scharf Group

      Nov 2012 - now
      Wealth Strategist

      Comprehensive financial planning, incorporating a total review of personal/business financial portfolio to achieve primary goals in the following areas:-Retirement planning;-Investment strategies to help minimize taxes;-College tuition planning;-Help to maximize rate of returns on investments;-Coach individuals Age 21-50 to build and preserve personal wealth.

    • Financial Dogma

      Jan 2016 - now
      Founder and Owner

  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

    • Series 66

      Financial Industry Regulatory Authority (FINRA)