William P. Lorenz, CLU, ChFC

William P. Lorenz, CLU, ChFC

President and CEO

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Phone: 610-792-3343
Fax: 610-792-3104

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 countless hours of study in key financial disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.

Bill’s experience has been in working with teachers since 1993, and his in-depth knowledge of the Pennsylvania-state pension has enabled him to help hundreds of teachers and state employees successfully plan for and realize their retirement goals.