Nicholas Souliotis

Principal & Founder

Nicholas Souliotis, principal and founder of Penn Estate Planning Advisors Inc., has 34 years of experience in the financial field. He holds a Bachelors of Science degree in Economics from Villanova University and a Masters in Economics and Public Policy from Carnegie-Mellon University. He has extensive experience as a representative for Prudential Insurance Company as well as a background in management consulting. Nicholas is listed in the National Directory of Registered Tax Return Preparers & Tax Professionals.

Nicholas has earned prestigious financial planning awards from Allianz Life Insurance Company of North America and MDRT (Million Dollar Round Table) a premier Association of Financial Professionals. He has served on the Board of Directors for Montgomery County and Greater Philadelphia Associations of Insurance and Financial Advisors. Penn Estate Planning Advisors Inc., has been an independent distributor of "The Estate Plan Ltd." now known as "The Estate Planning Source" in Southeastern Pennsylvania for over 18 years. Nicholas resides in North Wales, Pennsylvania.

Mr. Souliotis welcomes all individuals and business owners to contact him about retirement, estate, and financial planning. Please feel free to contact his office, toll free at 877-346-7250. There are no fees for an initial consultation.

Phone 877-346-7250