Edward Kamradt, CFP®
VP, Senior Wealth Advisor @ C&N
About
I’m a CFP® with over a decade of experience helping individuals and families protect, grow, and pass on their wealth. My approach is built on three pillars: honesty, integrity, and simplicity. I specialize in retirement planning, investment strategy, and estate planning — always with a fiduciary mindset that puts client interests first. Today, as VP, Senior Wealth Manager at Citizens & Northern Bank, I work closely with clients to simplify complex financial decisions and create clear, actionable plans. My goal is to give clients peace of mind in retirement and confidence that their legacy will be passed on exactly as they intend.
United States
Pottstown
Financial Services
Client Development, Customer Service, Product Management, Ancillary Services, Business Relationship Management, Competitive Landscape, Customer Relationship Management (CRM), Communication, Business Strategy, Interpersonal Skills, Teamwork, Economics, Mutual Funds, Relationship Building, Client Services, Client Relations, Insurance, Financial Services, Investment Management, Portfolio Management
Experience
VP, Senior Wealth Advisor
C&N
Doylestown, Pennsylvania, United States
SVP, Private Client Regional Manager
Citizens
Fort Washington, Pennsylvania, United States
Financial Advisor Manager
Vanguard
Malvern, Pennsylvania, United States
Senior Financial Advisor
Vanguard
Malvern, Pennsylvania, United States
Vice President, Wealth Planner
Fidelity Investments
New Haven, Connecticut
Financial Consultant
Fidelity Investments
New Haven, CT
Investment Consultant
Fidelity Investments
Nashua, New Hampshire
Relationship Manager
Fidelity Investments
Nashua, NH
Financial Representative
Fidelity Investments
Merrimack, NH
Certified Legal Intern
Moukawsher & Walsh
Hartford, Connecticut Area
Education
Connecticut College
Connecticut College
Edward Kamradt, CFP®'s Contact Information
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