An experienced and committed team

Ed has over 30 years of experience working as a primary advisor to families, individuals, and business owners. He works collaboratively with CPAs, estate planning attorneys and other trusted advisors and is dedicated to providing exceptional financial planning advice to his clientele.

Ed focuses on helping individuals and families manage the complex facets of their financial lives. For each client relationship, he takes time to understand all you want to accomplish and helps craft a flexible plan aligned with where you are and where you want to go, including retirement on your terms. Drawing on extensive experience, Ed helps families create and personalize financial plans and customize investment portfolios to achieve their unique goals and dreams. He offers solutions for both your near-term priorities and long-term objectives such as:

Investment solutions

529 plans/college education planning

Annuities for guaranteed lifetime income

Business and personal cash management services

Lending solutions

Life Insurance

His goal is to provide premium service to his clients, as well as professional wealth management..

Past Experience

– Wealth Advisor, Morgan Stanley

- Controller, Shields Asset Management

Education and Credentials

– M.S.A., University at Albany, New York

– B.S., University at Albany, New York

– Series 7, 63, and 65 securities licensed.

- Insurance licensed

Personal

– Ed lives in Incline Village, NV most of the time but continues to work and spend time in the Bay Area

– He has a special needs 15 year old son that lives with him part-time

– He is an avid professional sports fan following the Golden State Warriors, NY Yankees, NY Rangers, and NY Giants

– He enjoys live entertainment including Broadway shows, musical concerts and sporting events

– He enjoys fine dining and good red wine

– He is learning to play golf and recently started playing pickleball