President, LPL Financial Advisor
Ed is an industry veteran with more than 40 years of experience in financial services. Ed provides independent insight and advisory services to corporate clients, executives, business owners, affluent individuals and their families.
Ed takes great pride working with clients to demystify and simplify sophisticated planning concepts and strategies. He has extensive background in comprehensive wealth management, financial planning, risk management, employee and executive benefits, retirement planning, estate planning, and investment management. Ed also serves a trusted advisor and consultant to CPA professionals, attorneys, human resource professionals and corporate executives.
Ed earned his bachelors of science degree in business administration with a concentration in marketing from California State University, Northridge. Ed currently holds FINRA Series 7 and Investment Advisor Representative securities registration with LPL Financial along with California Life and health insurance license and property casualty insurance license. CA Insurance Lic #0569565.
Ed resides in the Los Angeles area with his wife Debbie and is the proud father of 5 children and the proud grandfather of 6 grandchildren.
Ed is a lifelong avid boater, car enthusiast, motorcycle rider, off road adventurer and traveler.
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