Involved in an educational initiative to assist his community in understanding the financial world
Cal Poly Pomona Alumni
Enjoys traveling & spending time with his family
Will video conference with clients to make it easier
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, Ed enjoys seeing not only his clients succeed beyond their expectations, but also the Advisors he works with.
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’s Degree in Science from the California State Polytechnic University, Pomona with a concentration in Finance, Real Estate and Law. He holds Series 7 and 63 registrations through LPL Financial, the Series 65 registration through Trilogy Capital, Inc. and also holds 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 three beautiful children. He is a big sports fan and also enjoys traveling or simply spending quality time with his family.
* Top Managing Partner: awarded for most revenue produced by a partner group.
We tend to have some idea of what we dream retirement to be. The problem is, there are factors that can contribute to turning our dreamy retirement into a complete nightmare.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.
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.