Richard Eddy Email & Phone Number
Founder and and Managing Director @ Cona Financial Group
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Richard Eddy Location
- Pasadena, CA, US
Richard Eddy Work
- 2005 -now Founder and and Managing Director @
- 2010 -now Director of Investment Strategies @
- 2005 -now Financial Advisor @
- 2018 -now Investment Advisor Representative @ CreativeOne Wealth
- 2017 -now Founder and and Managing Director @
- 2008 -now Strategic Planning Consultant @
- 1994 -2005 President and CEO @ Involute Manufacturing Corp.
- 1992 -1994 Vice President @ Involute Manufacturing Corp.
- 1990 -1992 Technical Sales Representative @ Scientific Vision Systems
Richard Eddy Education
- Quantic School of Business and Technology
Executive MBA (Business Administration and Management, General)
2022-2023 - Los Angeles Pacific University
Bachelor of Arts - BA (Liberal Arts and Sciences, General Studies and Humanities)
- Azusa Pacific University
(Human Development)
- California State University, Fullerton
(American Studies)
- Fullerton College
(Financial Planning and Services)
Richard Eddy Skills
- Strategic Financial Planning
- Personal Financial Planning
- Retirement Planning
- Portfolio Management
- Investments
- Personal Finance
- Financial Advisory
- Wealth Management
- Life Insurance
- Annuities
- Investment Advisory Services
- Indexed Universal Life
- Retirement Income Planning
- Social Security
- Comprehensive Financial Planning
- Indexed Annuities
- Asset Allocation
- Registered Investment Advisor
- Entrepreneurship
- Small Business
- IRAs
- 401k
- 401k Rollovers
- Wealth Accumulation Strategies
- Fixed Annuities
- Financial Services
- Wealth Accumulation
- College Savings Plans
- Holistic Financial Planning
- Financial Planners
- Independent Financial Advice
- Real Estate Investment Consulting
- Guaranteed Lifetime Income
- Tax Free Income
- Personal Tax Planning
- Estate Tax Planning
- Contables Y Fiscales
- Holistic Financial
- Guaranteed Lifetime
- Registered Investment
- Servicios financieros
- Retirement Income
- Real Estate Investment
- Investment Advisory
- Comprehensive Financial
- Plan De Negocios
- Marketing
- Personal Financial
- Startups
- Controles Internos
- Independent Financial
- Business Strategy
- Strategic Financial
- Comercio Exterior
Richard Eddy Summary
- Richard Eddy, based in Pasadena, CA, US, is currently a Founder and and Managing Director at CONA Wealth LLC. Richard Eddy brings experience from previous roles at CONA Wealth LLC, CreativeOne Wealth and Factor Four, LLC. Richard Eddy holds a 2022 - 2023 Executive MBA in Business Administration and Management, General @ Quantic School of Business and Technology. With a robust skill set that includes Strategic Financial Planning, Personal Financial Planning, Retirement Planning, Portfolio Management, Investments and more. Richard Eddy has 3 emails and 1 mobile phone numbers on RocketReach.
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