Ethan Pensak, CRC

As a Certified Retirement Counselor based in the greater Philadelphia area, Ethan is known for his personalized approach to financial guidance and education. He understands that everyone’s financial journey is unique, and he prioritizes understanding his clients’ specific needs, goals, and concerns. By offering tailored strategies and ongoing support, Ethan empowers clients to make informed decisions about their retirement planning.

Ethan’s career began at Vanguard, where he gained invaluable experience in investment management and client services. Over time, he developed a passion for helping individuals navigate the complexities of retirement planning. This passion led Ethan to transition to a more community-focused role, allowing him to meet with clients at their kitchen table (literally) to help them pursue their financial goals.

Ethan’s commitment to fostering strong relationships and providing clear, actionable advice has become the cornerstone of his practice. His clients include both pre-retirees and retirees

He volunteers his time fighting food insecurity in Philadelphia through the Jewish Relief Agency and the Veterans Multi-Service Center