Edward Brown, Chfc®, Cfp®
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Edward Brown, Chfc®, Cfp® Email & Phone Number

Retirement Counselor at University of California Office of the President
Location: San Francisco Bay Area, United States, United States 11 work roles 3 schools
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Current company
University of California Office of the President
Role
Retirement Counselor
Location
San Francisco Bay Area, United States, United States
Company size
1311 employees

Who is Edward Brown, Chfc®, Cfp®? Overview

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Quick answer

Edward Brown, Chfc®, Cfp® is listed as Retirement Counselor at University of California Office of the President, a company with 1311 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Edward Brown, Chfc®, Cfp®.

Edward Brown, Chfc®, Cfp® previously worked as Planning Consultant at Fidelity Investments and Financial Planner at Freeman Capital. Edward Brown, Chfc®, Cfp® holds Master Of Business Administration - Mba, Mba from University Of California, Davis - Graduate School Of Management.

Company email context

Email format at University of California Office of the President

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University of California Office of the President

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Profile bio

About Edward Brown, Chfc®, Cfp®

Thank you for visiting my profile. My name is Edward Brown and I am an experienced Associate Financial Advisor/Planner with a strong passion for personal finance and an excellent track record for client service.A long term goal of mine is to use the knowledge that I have developed working in this industry and use this information to assist my community in the area of financial literacy. Financial literacy is not a big focus in this country and I want to be able to assist those that have questions regarding accomplishing their financial goals.

Current workplace

Edward Brown, Chfc®, Cfp®'s current company

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University of California Office of the President
University Of California Office Of The President
Retirement Counselor
oakland, california, united states
Website
ucop.edu
Employees
1311
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11 roles

Edward Brown, Chfc®, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planner

Freeman Capital

United States

- Conduct review meetings with clients and provide recommendations pertaining to financial goals- Develop financial plans using RightCapital to aid in decision making regarding clients situation - Communicate with prospects to explain engagement with Freeman Capital and process

Jul 2020 - Dec 2020

Financial Planning Associate

Consilium Wealth Management

San Francisco Bay Area

- Provided support to Financial Planners on all aspects of the financial planning process- Assisted with the input of client data into Lumen Financial Planning Professional software and development of initial planning recommendations- Communicated with clients to gather data to complete financial plans- Delivered high quality customer service to clients on.

Aug 2019 - Jun 2020

Associate Financial Advisor/Director Of Operations

Boyd Wealth Management Llc

Sacramento, California Area

- Provided support to Managing Partner by preparing presentations and running financial planning modules for client meetings- Assisted with the implementation and monitoring of clients’ plans by opening and monitoring investment accounts- Presented impeccable customer service to high net worth clients and oversee day-to-day operations of firm- Used.

Dec 2016 - Apr 2019

Relationship Banker

Chase

Tracy, CA

- Developed relationships with existing book of business to help grow deposits and investments for branch- Greeted and interfaced with customers to facilitate daily banking transactions- Cross-sold banking products to meet the needs of customers

Aug 2016 - Dec 2016

Sr. Customer Service Representative

Enterprise Rent-A-Car

Fresno, California Area

- Provided high level customer service by assisting internal and external customers with rental needs- Assisted branch with administrative support to maintain and improve daily operations - Achieved set sales goals by providing products adapted to customer preferences

Jul 2015 - Dec 2015

Coach/Tutor

California Teaching Fellows Foundation

Fresno, California Area

- Educated players through communicating ideas and concepts- Served as a mentor for students to seek advice from- Assisted students with their academic studies

Jan 2014 - Jun 2015

Business Analyst Intern

Us Small Business Administration

Fresno, CA

- Identify key functional activities to aid in the development of operational efficiency- Develop sites using SharePoint to assist in the tracking of information to make better decisions- Served as project manager/systems analyst responsible for all phases of the system development life from initiation to implementation

Jun 2014 - Aug 2014

Student Fundraiser

Ruffalocody

Fresno, California Area

- Communicate with alumni and various donors to raise funds for programs for school- Develop communication skills through various strategies of speaking to customers

Apr 2013 - Aug 2014

Crew Chief

Fresno State Athletics

Fresno, California Area

- Promoted from Field Crew worker for hard work and dedication after working for company for 2 years- Manage and lead a team of five workers to complete tasks such as the setup and break down of equipment- Establish work priorities based upon leadership goals

Aug 2010 - Aug 2014
Team & coworkers

Colleagues at University of California Office of the President

Other employees you can reach at ucop.edu. View company contacts for 1311 employees →

FA Felicia Amaral Felicia Amaral Colleague at University Of California Office Of The President Oakland, California, United States, United States View → GA Gloria Alfaro Gloria Alfaro Colleague at University Of California Office Of The President Antioch, California, United States, United States View → PL Patricia Lencioni Patricia Lencioni Colleague at University Of California Office Of The President Turlock, California, United States, United States View → PE Paula Eeds Paula Eeds Colleague at University Of California Office Of The President Oakland, California, United States, United States View → CR Cristy Romero Cristy Romero Colleague at University Of California Office Of The President Fontana, California, United States, United States View → GM Gavi Morales Gavi Morales Colleague at University Of California Office Of The President La Palma, California, United States, United States View → CR Carla Raffetto Carla Raffetto Colleague at University Of California Office Of The President Moraga, California, United States, United States View → UO University Of California Procurement Services University Of California Procurement Services Colleague at University Of California Office Of The President Oakland, California, United States, United States View → DH Debbie Husary Debbie Husary Colleague at University Of California Office Of The President El Sobrante, California, United States, United States View → MG Michael Garcia Michael Garcia Colleague at University Of California Office Of The President San Francisco, California, United States, United States View →
3 education records

Edward Brown, Chfc®, Cfp® education

Bachelor Of Science (B.S.), Business Administration, Finance Option

California State University-Fresno

Activities and Societies: Kappa Alpha Psi Fraternity Incorporated, Fresno State USU Board of Directors, National Pen Hellenic Council

FAQ

Frequently asked questions about Edward Brown, Chfc®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Edward Brown, Chfc®, Cfp® work for?

Edward Brown, Chfc®, Cfp® works for University of California Office of the President.

What is Edward Brown, Chfc®, Cfp®'s role at University of California Office of the President?

Edward Brown, Chfc®, Cfp® is listed as Retirement Counselor at University of California Office of the President.

Where is Edward Brown, Chfc®, Cfp® based?

Edward Brown, Chfc®, Cfp® is based in San Francisco Bay Area, United States, United States while working with University of California Office of the President.

What companies has Edward Brown, Chfc®, Cfp® worked for?

Edward Brown, Chfc®, Cfp® has worked for University Of California Office Of The President, Fidelity Investments, Freeman Capital, Consilium Wealth Management, and Boyd Wealth Management Llc.

Who are Edward Brown, Chfc®, Cfp®'s colleagues at University of California Office of the President?

Edward Brown, Chfc®, Cfp®'s colleagues at University of California Office of the President include Felicia Amaral, Gloria Alfaro, Patricia Lencioni, Paula Eeds, and Cristy Romero.

How can I contact Edward Brown, Chfc®, Cfp®?

You can use AeroLeads to view verified contact signals for Edward Brown, Chfc®, Cfp® at University of California Office of the President, including work email, phone, and LinkedIn data when available.

What schools did Edward Brown, Chfc®, Cfp® attend?

Edward Brown, Chfc®, Cfp® holds Master Of Business Administration - Mba, Mba from University Of California, Davis - Graduate School Of Management.

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