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Eddy Gifford, Cfp® Email & Phone Number
CFP® and Wealth Advisor
at
Tactive
9 phones found
area 702 and 559
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
CFP® and Wealth Advisor
Location
Las Vegas, Nevada, United States
Company size
Who is Eddy Gifford, Cfp®? Overview
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Quick answer
Eddy Gifford, Cfp® is listed as CFP® and Wealth Advisor at Tactive, a with 13 employees, based in Las Vegas, Nevada, United States. AeroLeads shows phone signal with area code 702, 559 and a matched LinkedIn profile for Eddy Gifford, Cfp®.
Eddy Gifford, Cfp® previously worked as CFP®/Wealth Advisor at Tactive and CFP® at Nevada Family Wealth. Eddy Gifford, Cfp® holds Bachelor'S Degree, Math And Business Finance from California State University, Fresno.
Company email context
Email format at Tactive
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Tactive
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Profile bio
About Eddy Gifford, Cfp®
I have been serving in the financial services industry since 2005 and earned my CERTIFIED FINANCIAL PLANNERTM designation in 2010. My unwavering goal for each client is that their planning creates a positive difference in their lives.Learn more about my purpose at www.tactivewealth.com/eddy-giffordLearn more about my process at www.calendly.com/eddygiffordThird party posts found on this profile do not reflect the views of Strategy MarketplaceLLC, dba Tactive and have not been reviewed by Tactive as to accuracy orcompleteness. Public comments posted on this site are not selected, amended, deletedor sorted in any way. If necessary to preserve client privacy, certain editing of personalidentifiable information was deleted to preserve the confidentiality of persons on thissite.Tactive is a Registered Investment Adviser. This platform is solely for informationalpurposes. Advisory services are only offered to clients or prospective clients whereTactive and its representatives are properly licensed or exempt from licensure. Pastperformance is no guarantee of future returns. Investing involves risk and possible lossof principal capital. No advice may be rendered by Tactive unless a client serviceagreement is in place. Comments by viewers or third-party rankings and recognitionsare no guarantee of future investment outcomes and do not ensure that a client orprospective client will experience a higher level of performance or results. Adviser hasreasonable belief that the content posted by Tactive to this site does not contain untruestatements of material fact, or misleading information within the content, but may betime sensitive in nature.
Listed skills include Long Term Care, Financial Planning, Annuities, Ira'S, and 5 others.
Current workplace
Eddy Gifford, Cfp®'s current company
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Tactive
7 roles
Eddy Gifford, Cfp® work experience
A career timeline built from the work history available for this profile.
Cfp®/Wealth Advisor
Current
Nov 2021 - Present
Cfp®
BIG. PICTURE. WEALTH. PLANNING.www.nevadafamilyweathSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.Nevada Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally… Show more BIG. PICTURE. WEALTH. PLANNING.www.nevadafamilyweathSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.Nevada Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Show less
Jan 2019 - Nov 2021
Cfp®/Owner
Gifford Planning Strategies (Formerly The Gifford Group, Llc)
Comprehensive boutique financial planning firm focusing on retirement planning, college planning, life insurance, tax reduction, alternative investments and wealth management.http://brokercheck.finra.org/Individual/Summary/1856001
May 2009 - Jan 2019
Financial Services Professional
Beacon Retirement Planning Group
Retirement planning firm focusing on distribution planning for the senior market and selective benefits for small business owners.Serve as a financial resource to clients. Promote tax efficient planning with an understanding of the current economy and how different economic policies will affect current plans. Make recommendations based on client goals and objectives.
Jan 2007 - May 2009
Financial Services Professional
Helped individuals and families understand the importance of planning for the future. Developed financial plans that included retirement planning, college funding, and estate distribution. Focuses included the incorporation of life insurance, annuities, investments and long-term care insurance as they fit in with the client's overall objectives.
Jan 2005 - Dec 2006
Volunteer Assistant Wrestling Coach
Coached and mentored Division I athletes, sharpened leadership skills, served as a positive roll model, and helped Fresno State maintain a top national program.
Aug 2003 - May 2005
2 education records
Eddy Gifford, Cfp® education
Bachelor'S Degree, Math And Business Finance
Certificate In Personal Financial Planning
FAQ
Frequently asked questions about Eddy Gifford, Cfp®
Quick answers generated from the profile data available on this page.
What company does Eddy Gifford, Cfp® work for?
Eddy Gifford, Cfp® works for Tactive.
What is Eddy Gifford, Cfp®'s role at Tactive?
Eddy Gifford, Cfp® is listed as CFP® and Wealth Advisor at Tactive.
What is Eddy Gifford, Cfp®'s phone number?
AeroLeads has found 9 phone signal(s) with area code 702, 559 for Eddy Gifford, Cfp® at Tactive.
Where is Eddy Gifford, Cfp® based?
Eddy Gifford, Cfp® is based in Las Vegas, Nevada, United States while working with Tactive.
What companies has Eddy Gifford, Cfp® worked for?
Eddy Gifford, Cfp® has worked for Tactive, Nevada Family Wealth, Gifford Planning Strategies (Formerly The Gifford Group, Llc), Beacon Retirement Planning Group, and New York Life.
How can I contact Eddy Gifford, Cfp®?
You can use AeroLeads to view verified contact signals for Eddy Gifford, Cfp® at Tactive, including work email, phone, and LinkedIn data when available.
What schools did Eddy Gifford, Cfp® attend?
Eddy Gifford, Cfp® holds Bachelor'S Degree, Math And Business Finance from California State University, Fresno.
What skills is Eddy Gifford, Cfp® known for?
Eddy Gifford, Cfp® is listed with skills including Long Term Care, Financial Planning, Annuities, Ira'S, Business Planning, Financial Analysis, Tax, and Mutual Funds.
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