Eddy Gifford, Cfp®

Eddy Gifford, Cfp® Email and Phone Number

CFP® and Wealth Advisor @ Tactive
Las Vegas, NV, US
Eddy Gifford, Cfp®'s Location
Las Vegas, Nevada, United States, United States
Eddy Gifford, Cfp®'s Contact Details
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.

Eddy Gifford, Cfp®'s Current Company Details
Tactive

Tactive

View
CFP® and Wealth Advisor
Las Vegas, NV, US
Employees:
13
Eddy Gifford, Cfp® Work Experience Details
  • Tactive
    Cfp® And Wealth Advisor
    Tactive
    Las Vegas, Nv, Us
  • Tactive
    Cfp®/Wealth Advisor
    Tactive Nov 2021 - Present
    Las Vegas, Nevada, United States
  • Nevada Family Wealth
    Cfp®
    Nevada Family Wealth Jan 2019 - Nov 2021
    Las Vegas, Nevada Area
    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
  • Gifford Planning Strategies (Formerly The Gifford Group, Llc)
    Cfp®/Owner
    Gifford Planning Strategies (Formerly The Gifford Group, Llc) May 2009 - Jan 2019
    10501 W Gowan Rd, Suite 210, Las Vegas, Nv 89129
    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
  • Beacon Retirement Planning Group
    Financial Services Professional
    Beacon Retirement Planning Group Jan 2007 - May 2009
    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.
  • New York Life
    Financial Services Professional
    New York Life Jan 2005 - Dec 2006
    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.
  • California State University, Fresno
    Volunteer Assistant Wrestling Coach
    California State University, Fresno Aug 2003 - May 2005
    Coached and mentored Division I athletes, sharpened leadership skills, served as a positive roll model, and helped Fresno State maintain a top national program.

Eddy Gifford, Cfp® Skills

Long Term Care Financial Planning Annuities Ira's Business Planning Financial Analysis Tax Mutual Funds Non Legal Estate Planning

Eddy Gifford, Cfp® Education Details

Frequently Asked Questions about Eddy Gifford, Cfp®

What company does Eddy Gifford, Cfp® work for?

Eddy Gifford, Cfp® works for Tactive

What is Eddy Gifford, Cfp®'s role at the current company?

Eddy Gifford, Cfp®'s current role is CFP® and Wealth Advisor.

What is Eddy Gifford, Cfp®'s email address?

Eddy Gifford, Cfp®'s email address is ed****@****ail.com

What is Eddy Gifford, Cfp®'s direct phone number?

Eddy Gifford, Cfp®'s direct phone number is +170233*****

What schools did Eddy Gifford, Cfp® attend?

Eddy Gifford, Cfp® attended California State University, Fresno, San Diego State University-California State University.

What are some of Eddy Gifford, Cfp®'s interests?

Eddy Gifford, Cfp® has interest in Working Out, Wrestling, Investing.

What skills is Eddy Gifford, Cfp® known for?

Eddy Gifford, Cfp® has skills like Long Term Care, Financial Planning, Annuities, Ira's, Business Planning, Financial Analysis, Tax, Mutual Funds, Non Legal Estate Planning.

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