Richard Eddy Location
Pasadena, CA, US
Richard Eddy Work
- 2005 - now Founder and and Managing Director @ Cona Financial Group
- 2010 - now Director of Investment Strategies @ Cona Financial Group
- 2005 - now Financial Advisor @ Cona Financial Group
- 2018 - now Investment Advisor Representative @ CreativeOne Wealth
- 2017 - now Founder and and Managing Director @ Factor Four, LLC
- 2008 - now Strategic Planning Consultant @ Cobblestone Applied Research & Evaluation, Inc.
- 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 Technology2022 - 2023
- Los Angeles Pacific University
- Azusa Pacific University
- California State University, Fullerton
- Fullerton College
Richard Eddy Skills
- Strategic Financial Planning
- Personal Financial Planning
- Retirement Planning
- Portfolio Management
- Investments
- Personal Finance
- Financial Advisory
- Wealth Management
- Life Insurance
- Annuities
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 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 2 mobile phone numbers on RocketReach.
5 free lookup(s).
Looking for a different Richard Eddy?
Find contact details for 700 million professionals.
Others Named Richard Eddy
-
Richard Eddy
Account Manager at National Ticket Co
Spring Lake, NJ, US33
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
