I’ve been actively involved in the financial services industry for more than 40 years in a variety of roles including corporate executive, general agent and wealth management advisor. For many years I was employed by Manulife Financial, a global financial services leader, currently doing business in the United States as John Hancock. Originally from New England, I've lived and worked throughout the US and Canada, but have called Southern California home since 1985. I’m frequently called upon to provide advanced marketing consultation in estate and business planning, investments and retirement distribution planning. I've addressed groups on topics such as asset allocation, variable products, business planning issues, product selection, split-dollar, estate planning, and more. I’m past president of the San Fernando Valley Chapter of the National Association of Insurance and Financial Advisors and have been active in various local estate planning councils, as well as the Association for Advanced Life Underwriting in Washington, D.C. I twice served as president of the San Fernando Valley Chapter of the Society of Financial Service Professionals; during my tenure, the chapter was named National Chapter of the Year. I am a passionate advocate for ethical practices in the financial services industry. Eddy Financial is a wealth management advisory firm that provides tailored comprehensive services to families and businesses across the country. Today, more than ever, there are an abundance of resources online. It isn't hard to execute a couple of google searches, stay in tune with the financial press, and believe that you are in control. Your time is valuable. Let us focus on what we do best so that you may focus on the other important things in your life... Wealth Management, Investment Advisory, 401ks, Deferred Compensation, Stock Options, Retirement, Estate Planning**➢How may I help you? I provide free consultations, please email me!