Ace Kuklin
President
Ace Kuklin began his career in the financial services industry in 2012 and brings a wealth of knowledge and experience from both the institutional and retail side of the industry. He loves helping people work toward their dreams with a well-planned bespoke 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 private equity offerings. Ace received a B.S. in Molecular Biology from Temple University. Ace is a fiduciary and currently holds FINRA Series 7 and 63 Licenses and 65 licenses as well as the 2-15 insurance license.
Our Services
Welcome to Wealth Retirement Solutions, where your financial future takes center stage. Our comprehensive suite of services is designed to provide you with tailored solutions that pave the way for a secure and prosperous retirement. From personalized wealth management strategies to retirement income planning, our expert team is dedicated to guiding you through every stage of your financial journey.
Custom Financial Portfolio
Develop and implement customized financial strategies for high-net-worth clients, addressing their investment, retirement, estate, and tax planning needs.
Tax Planning
Utilize in-depth knowledge of Private Equity investments to identify and execute opportunities that align with clients' financial goals and risk tolerance.
Social Security Planning
Provide comprehensive Social Security optimization strategies to maximize retirement benefits and minimize tax liabilities.
Meet Our Team
Making Your Future A Success, Plan For Tomorrow Today! Can You Fund A 30 Year Retirement?
