Edward's passion is educating school employees on their retirement options and helping Members create healthy retirement savings habits. "I like to remind Members I work with that the most important thing about retirement is getting started and creating a solid savings base. It's fulfilling for me to check in with Members I've met with in the past to see how they've increased their savings with consistent contributions."
Edward is a fully registered and licensed investment and retirement planning professional and is registered to sell securities. He earned a bachelor's degree in Finance from California State University, Fullerton and holds a California Life/Health Insurance License.
In his spare time, Edward enjoys traveling, listening to music, and attending concerts.
To make an appointment with Edward, call 800.462.8328, Ext. 4116, Option 1.
Retirement planning advisors and services provided as a benefit to SchoolsFirst FCU Members by SchoolsFirst Plan Administration, LLC, a wholly-owned affiliate of SchoolsFirst FCU. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0G5883
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