An experienced and committed team

Ed has over 30 years of experience working as the primary financial advisor to families, individuals, and business owners. He focuses on helping individuals and families manage the complex facets of their financial lives, while layering in businesses and professional factors, to gain a comprehensive view of one’s overall financial picture.

For each client and/or family relationship, he invests the time to understand everything you want to accomplish so he may craft a flexible plan aligned with where you are and where you want to go, which includes retirement on your terms.

Drawing on his 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.

Ed’s goal is to lead a team which provides professional wealth management and premium service to his clients, their families, friends, and colleagues.

With previous experience at both Morgan Stanley as a Wealth Advisor, and a Controller at Shields Asset Management, he combines his decades of experience to work with his team, CPAs, estate planning attorneys and other trusted advisors to provide collective and inclusive financial planning advice at every level.

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 son who 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, sporting events, fine dining and good red wine. He is learning to play golf and recently started playing pickleball.

Certifications and Registered States:

·         Security Licenses: Series 7, 63, and 65

·         CA Insurance License # 0B40586        Insurance Agency Inc. License UBS#0512985