Irvin G. Schorsch III CIMA, CFP, AIF

Irvin G. Schorsch III CIMA, CFP, AIF

Irvin G. Schorsch III CIMA, CFP, AIF®

In 1995, Irvin Schorsch founded Pennsylvania Capital Management with the entrepreneurial vision to build a firm centered on the client first and foremost and to help people crystallize their thinking about the future of their lives and financial goals.

Irvin represents a new breed of wealth advisors who are passionate about providing the highest level of personalized service and attention. He’s committed to developing a life-long, multi-generational relationship with our clients. This involves gaining a deeper understanding of family dynamics, their spending habits and the nuances of how individuals, couples and private business owners approach and prepare for major milestones and transitions.

Irvin is the ultimate optimist and the visionary of Pennsylvania Capital Management. He believes that with enough effort, the right level of commitment, and an understanding of what the finish line looks like, people can achieve virtually anything. He is also acutely attuned to identifying changing expectations that require reformulating and establishing new goals. He challenges clients to achieve a richer, fuller life with a greater sense of purpose. Together they develop life planning strategies to help them realize their financial hopes and dreams.

Irvin graduated with honors from the Commerce and Finance Division of Villanova University. He has earned three advanced certifications: Certified Financial Planner™ from the College for Financial Planning in Denver, Colorado; the Certified Investment Management AnalystSM designation through the Wharton School of the University of Pennsylvania in conjunction with the Investment Management Consultants Association; and the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.