About Edwin

• 22 years’ of experience in the financial industry
• Excels at developing successful advisor-client relationships
• Educates his clients by giving them tools and guidance needed to define and attain financial independence
• Has extensive experience in the area of risk management including life insurance, debt elimination, mutual fund and variable annuity investing
• Facilitates Financial Peace University course studies
• Fluent in Spanish and English

Credentials

• Series 65 – Investment Advisor Representative licensee
• Holds State of Florida 214 Life and Variable Annuity license
• 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 the Robert C. Maynard Institute for Journalism Education, University of California, Berkeley