About
Ace Kuklin
President
Ace Kuklin was born in Bulgaria and moved to states at a very young age. He began his career in the financial services industry in 2012 and brings a wealth of knowledge and experience from both the wholesale and retail side of the industry. He loves helping people work toward their dreams with a wellplanned retirement strategy. Ace is passionate about educating the community on retirement income planning, Social Security planning and other financial topics.
He has raised over 500 million in the alternative investment channels and is currently earning a dual master’s degree in Finance and Accounting from Temple University Fox School of Business. Ace received a B.S. in Molecular Biology from Temple University and currently holds FINRA Series 7 and 63 Licenses and 66 licenses as well as the 2-15 insurance license.
Our Mission
Empowering individuals to navigate their financial journey with precision and confidence. We are committed to providing bespoke strategies, personalized solutions, and unwavering support to help our clients achieve their unique wealth aspirations. Through trust, expertise, and a holistic approach, we aim to safeguard and enhance the financial legacies of our clients for generations to come.
