
An Industry veteran since 1994, where Ed was associated with AIG Sun America Securities, he joined Trilogy Financial Services in October of 2001. In his position of Managing Partner, Ed enjoys seeing not only his clients succeed beyond their expectations, but also his team of advisors he heads up in Trilogy’s Irvine Region.
His passion for his role has led Ed to be awarded TOP Managing Partner in the company from 2004 through 2007. An accomplished speaker, Ed is involved in an educational initiative to assist the community to better understand this complex financial world.
Ed holds a bachelor degree in Science from the California State Polytechnic University, Pomona, with concentration in Finance, Real Estate and Law. He holds securities licenses 7, 63 and 65 as well as the California Life Agent License (Ca Insurance #0B47088).
Ed has been a long-time resident of Orange County. He and his wife Tashfeen are raising two beautiful children. He is big sports fan and also enjoys traveling or simply spending quality time with his family.