Edward Rusnak
Financial Planner at Private Wealth Financial Partners
- Role
- Financial Planner Managing Partner and Co-founder at Private Wealth Financial Partners
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Edward Rusnak
Our goal is to help successful business owners, real estate owners, executives…
Experience
Financial Planner Managing Partner and Co-founder
Private Wealth Financial Partners
Aug 2005 — Present · San Francisco, CA, US
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CRN58••••••••23CA Insurance License # 0E78894
Education
Rochester Institute of Technology
Master of Business Administration (M.B.A.)
Rochester Institute of Technology
Bachelor’s Degree
Skills
- Reducing Income Taxes
- Personal Risk Management: Life, Disability Income and Long Term Care
- Exit & Succession Planning for Privately Held Family Busiensses
- Personal Financial Planning
- Retirement & Estate Planning for High Net Worth Individuals
- Corporate Retirement Plans & Benefits
- Insurance
- Investment Planning
- Reducing Estate Taxes
- Wealth Management
- Tax Reduction Strategies
- Executive Compensation Planning
- Asset Management
- College Education Planning
- Managing Income During Retirement
- Asset Protection and Risk Management
- Business Owner Planning and Advice
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