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
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