About Edwin

• 25 years experience in the financial industry
• Takes the time to understand the heart and mind of each business owner so he can wholly support them as their trusted advisor
• Champions financial education for business owners and their heirs giving them tools, wisdom, guidance and resources needed to define and attain financial independence
• Facilitates Financial Peace University course studies
• Fluent in Spanish and English

Credentials

• Series 65 Investment Advisor Representative Licensee
• State of Florida and California Life, Health and Variable Annuity Licensee
• A former representative at one of the largest personal financial services firms in North America where he rose to the ranks of Regional Vice President
• Graduate of Lifework Leadership, Orlando
• Economics degree, San Francisco State University
• Graduate of Robert C. Maynard Institute for Journalism Education, UC Berkeley

Just for Fun

• Grew up in San Francisco
• Former martial artist
• His first profession was that of a journalist
• Has an innate love for learning and can usually be found reading, studying, fixing something, and journaling about each day’s “Aha!” moments using a fountain pen from his collection
• Traveled to Colombia, Argentina, Mexico, Dominican Republic, and Chile through ministry work