Theodore Kowalchyn, J.D.
Financial Consultant
Theodore “Ted” Kowalchyn brings over 26 years of financial consulting experience to Net Worth Management Group.
Ted specializes in working in the higher education market and has established himself as a pivotal figure at local universities and colleges. He consults with professors, faculty, and staff on their retirement plans and benefits, and helps them develop and execute a strategy unique to their individual objectives to help maximize their net worth. Ted’s ability to be compassionate and connect with others has earned him the trust and admiration of his clients and peers.
Before joining the financial services industry, Ted worked at Exxon in 1980 where he was on the engineering staff and then in the law department.
Ted attended St. John Fisher University, University of Detroit, and Seton Hall Law School and earned degrees in biology, chemical engineering, and law.
Ted has achieved numerous personal and professional goals. He is most proud of successfully passing the New Jersey and New York Bar Exams on his first attempt, owning several patents, and being a former caregiver to his parents. In addition to being a history enthusiast, Ted enjoys hiking and volunteering at church. For the past 30 years, he has resided in Scotch Plains, New Jersey.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Net Worth Management Group is not owned or operated by Equitable Advisors, LLC or its affiliates.