Resides in Rowland Heights with his family
Enjoys spending time with his family & friends
Will video conference with clients to make it easier
He is motivated by individuals’ growth, driven by the love for his family and focused on financial independence. He uses his passion for financial planning to guide his clients towards their financial goals. “Every client is different with a variety of goals and priorities. I use my knowledge and experience to help my clients find a comfortable balance in their life. To enjoy life and plan for the future.” Edmundo understands that knowledge enables better decisions. He strives to educate his clients and ensures their understanding of their complete plan. “When a client puts their trust in me to guide them through life’s decisions, it is a great feeling. When a client understands their plan and is able to base their decisions off of that plan, that is a successful relationship.”
Edmundo’s passion is fueled by his family’s well-being. “Before working at Trilogy, several people I care very much about felt all their retirement needs would be met. After personally meeting with them and understanding their situation, I realized they weren’t as prepared as they thought. I was able to show them the importance of having a complete plan and how we were going to follow it to help them pursue their financial goals.” By understanding his family’s goals, Edmundo is able to guide them down the right path, and he has that same care with all of his clients.
Edmundo and his family live in Rowland Heights, California. They enjoy spending time with friends and traveling.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.