Eddie first showed an affinity for finances when he experienced Black Monday in October of 1987. Motivated to help clients enhance their financial literacy and manage their full financial picture, he launched his career 30 years ago. He believes in a process-driven approach to financial planning and investing, and has established a comprehensive understanding of his clients’ finances and relies on his standardized processes to help them.
After spending the last 15 years of his career at Ameriprise, Eddie began looking to better enable himself to craft the practice and client experience he had envisioned. Eager to create added value for his clients Eddie decided to move to LPL Financial and partner with a network of like-minded advisors at Perennial Financial.
Eddie will be based in West Los Angeles, serving a diverse mix of clients from young professionals to retirees. He values maintaining close relationships with his clients to fully understand their unique financial needs and goals. Whether his clients seek to achieve financial stability, accumulate wealth or build a legacy, Eddie outlines and executes their personalized financial roadmaps.
Eddie was born in St. Louis but grew up in West Los Angeles. He earned his bachelor’s degree from Loyola Marymount University. To this day, he still resides in the West Los Angeles area with his family.
Eddie’s personal interests include rooting for his favorite sports teams and an avid gym junkie. He also spends time volunteering for several non-profit organizations focusing on helping the senior community.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
California Insurance License #0B24445