Why I Do This Work
I believe having a plan is important to navigate many situations in life. I grew up seeing people make bad decisions with money or not understanding how to use it to their benefit. This gave me passion in helping people pursue and reach their financial goals with comprehensive planning. I enjoy being a part of a team that represents my values of integrity, growth, and communication.
Focus Areas
Credentials & Education
Professional Background
Eddy started his professional journey as a financial coach, helping people with budgeting, paying off debt, and understanding credit. He then realized that there was a piece missing which was investment advice and that is when he took the initiative to become a financial advisor. He honed his skills on planning for retirement, mitigating tax liability and developing strategies for excess cash flow. With experience in financial planning, Eddy brings ideas and strategies that can be built to help a client’s situation.
Community Involvement
Outside the Office
Eddy enjoys playing basketball and exercising. You can see him probably playing at a park or recreational league or even taking a mini walk or jog along the way in Milford. He enjoys trying many different foods and explores to add to his list of favorites.
