Richard Eddy
Financial Planner & Business Advisor for solo entrepreneurs and owners of small & medium businesses.
- Role
- Director of Investment Strategies at Cona Wealth
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Richard Eddy
My mother likes to tell me that as a little kid I didn\'t have a favorite stuffed animal that I\'d carry around. No, she tells me that I used to carry around a briefcase. Now I\'m pretty sure that her story is apocryphal, but I have (for as long as I can remember) always been the \"money\" guy. And an entrepreneur.(Yea, I was the kid knocking on your door trying to sell magazine subscriptions, or maybe my lawn mowing services.)Maybe this is because back in the day I\'d spend some of my summer vacation going to work with my dad, where his business partner would always have an old television tuned to KWHY 22.(This was the late 70s version of CNBC, without the glitz and glamour!) He\'d also have that day\'s Wall Street Journal on his desk. A few summers of being exposed to black & white business news and \"Heard on the Street\" columns and I was hooked. I wanted to have my own business and work with money.Fast forward a \"few\" years and here I am. I help entrepreneurs with their businesses. I help people with money. The terms \"advising\",\"consulting\", and \"financial planning\" means different things to different people, but at the end of the day what I do is about helping my clients achieve their goals-business, financial, and personal. That\'s what I do.Trivia about me:• I\'ve been called a \"Jack of all trades, master of some\" by more than a few people.• I wanted to be a photojournalist right out of high school.• I am a bit of a technophile.Reach out to me if you want to talk business, economics, politics(!), money, technology, golf, chess, etc. I love connecting with interesting people.
Experience
Director of Investment Strategies
Jul 2010 — Present
In my role as Director of Investment Strategies, I am responsible for portfolio management across all of our advisor\'s client\'s accounts. This includes security selection, asset allocation, and portfolio construction.
Education
California State University, Fullerton
American Studies
Quantic School of Business and Technology
Executive MBA, Business Administration and Management, General
Azusa Pacific University
Human Development
Fullerton College
Financial Planning and Services
Los Angeles Pacific University
Bachelor of Arts - BA, Liberal Arts and Sciences, General Studies and Humanities
Skills
- Strategic Financial Planning
- Personal Financial Planning
- Retirement Planning
- Portfolio Management
- Investments
- Personal Finance
- Financial Advisory
- Wealth Management
- Life Insurance
- Annuities
- Investment Advisory Services
- Indexed Universal Life
- Retirement Income Planning
- Social Security
- Comprehensive Financial Planning
- Indexed Annuities
- Asset Allocation
- Registered Investment Advisor
- Entrepreneurship
- Small Business
- Iras
- 401k
- 401k Rollovers
- Wealth Accumulation Strategies
- Fixed Annuities
- Financial Services
- Wealth Accumulation
- College Savings Plans
- Holistic Financial Planning
- Financial Planners
- Independent Financial Advice
- Real Estate Investment Consulting
- Guaranteed Lifetime Income
- Tax Free Income
- Personal Tax Planning
- Estate Tax Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.