Motivated by individuals’ growth, driven by the love for his family and focused on financial independence, Edmundo 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 uses the same determination and care with all of his clients.
Edmundo lives in Rowland Heights with his wife, Courtney, and daughter, Ena. He enjoys spending time with his family and friends and traveling.