Ed Devine, Mba, Cfp®

Ed Devine, Mba, Cfp® Email and Phone Number

Founder/CEO RothBuilder @ RothBuilder
Ed Devine, Mba, Cfp®'s Location
Chula Vista, California, United States, United States
Ed Devine, Mba, Cfp®'s Contact Details

Ed Devine, Mba, Cfp® work email

Ed Devine, Mba, Cfp® personal email

n/a
About Ed Devine, Mba, Cfp®

Experienced Wealth Advisor and Portfolio Manager with 15 years experience working in the financial services industry. Skilled in Portfolio Management, Risk Management, Options, Securities, and sales. Strong finance professional and a Certified Financial Planner.

Ed Devine, Mba, Cfp®'s Current Company Details
RothBuilder

Rothbuilder

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Founder/CEO RothBuilder
Ed Devine, Mba, Cfp® Work Experience Details
  • Rothbuilder
    Founder/ Ceo
    Rothbuilder Sep 2020 - Present
    San Diego, California, United States
    View
  • Epstein & White Retirement Income Solutions, Llc
    Associate Financial Advisor
    Epstein & White Retirement Income Solutions, Llc May 2019 - Aug 2020
    San Diego, California, United States
    Comprehensive retirement income planning and investment strategies for near-retirees and retirees.
    View
  • Zeiders Enterprises, Inc.
    Personal Financial Counselor
    Zeiders Enterprises, Inc. Nov 2018 - May 2019
    Mcas Miramar, San Diego, Ca
    Financial Education and planning for our active duty service members and family members.
    View
  • Creative Planning Inc.
    Financial Planner
    Creative Planning Inc. Sep 2016 - Jan 2018
    Greater San Diego Area
    Responsible for providing comprehensive financial planning for high net worth clients. Interacting with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor client’s financial plans.Creative Planning currently manages over $26 billion for clients in all 50 states and 2 territories.SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities
    View
  • Stronghold Financial
    Wealth Advisor/ Portfolio Manager
    Stronghold Financial Oct 2014 - Sep 2016
  • Td Ameritrade
    Senior Equity/ Options Trader
    Td Ameritrade Oct 2007 - Oct 2014
    View

Ed Devine, Mba, Cfp® Skills

Series 7 Equities Portfolio Management Trading Options Securities Investments Mutual Funds Bloomberg Wealth Management Financial Markets Asset Allocation Asset Management Risk Management Etfs Sales

Ed Devine, Mba, Cfp® Education Details

  • University Of Redlands
    University Of Redlands
    Finance
  • University Of Phoenix
    University Of Phoenix
    Business Administration And Management, General

Frequently Asked Questions about Ed Devine, Mba, Cfp®

What company does Ed Devine, Mba, Cfp® work for?

Ed Devine, Mba, Cfp® works for Rothbuilder

What is Ed Devine, Mba, Cfp®'s role at the current company?

Ed Devine, Mba, Cfp®'s current role is Founder/CEO RothBuilder.

What is Ed Devine, Mba, Cfp®'s email address?

Ed Devine, Mba, Cfp®'s email address is ed****@****ond.com

What schools did Ed Devine, Mba, Cfp® attend?

Ed Devine, Mba, Cfp® attended University Of Redlands, University Of Phoenix.

What skills is Ed Devine, Mba, Cfp® known for?

Ed Devine, Mba, Cfp® has skills like Series 7, Equities, Portfolio Management, Trading, Options, Securities, Investments, Mutual Funds, Bloomberg, Wealth Management, Financial Markets, Asset Allocation.

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