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Ed joined Osaic Wealth, Inc. (formerly known as Lincoln Financial Advisors Corp.) in 2005 to assist business owners and families in making better decisions in the areas of wealth management, retirement income planning, risk management and estate planning strategies. He works with his clients to create comprehensive financial plans and provide solutions designed to meet their unique needs and objectives. "We are driven and fully committed to serving our clients and building long term relationships".
Ed co-founded Private Wealth Financial Partners in 2008 with Duncan Eng. Ed has built his practice on the principles of integrity, trust and understanding. He holds an MBA in Finance from Rochester Institute of Technology, FINRA Series 7 and 66 registrations, and California Insurance License. He is also a member of National Association of Insurance and Financial Advisors (NAIFA).