AndrewEddy- Financial Advisor Santa Monica, CA

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About Andrew Eddy

I've always had a passion for managing the details.Having been an executive with large multinational corporations as well as small tech startups, I understand the complexity of stock options, deferred compensation packages, and many other financial issues that confront executives. Being a parent, I understand the issues around education funding for my kids as well as funding my own retirement. Being a son and grandson, I understand the challenges with managing required retirement distributions from qualified retirement vehicles by my parents and grandparents. To read my full bio, click here.

Call (310) 451-3339 or click here to schedule a complimentary consultation with Andrew.

See Disclosures

General Information

CRD#

3000011

Firm CRD#

290208

Insurance License#

CA: 0K02163

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®, AIF^®, ChFC^®

Insurance and Annuity Licenses

Long Term Care, Disability, Life

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

bit.ly/Eddy_Financial_ADV2A_Brochure

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888675/paladinregistry-Eddy-Financial,-LLC-detailed-disclosure.html

Disclaimer

https://www.eddyfinancial.com/disclaimer/wiseradvisor

Advisory services offered through Eddy Financial, LLC, Registered Investment Adviser. 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401. Advisory services are only offered to clients or prospective clients where Eddy Financial, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eddy Financial, LLC unless a client service agreement is in place. Eddy Financial, LLC is not a licensed insurance entity. Insurance services are offered through Andrew Eddy, an individually licensed life insurance agent in the state of California. Andrew Eddy's California Insurance License is 0K02163.

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Andrew Eddy

Eddy Financial, LLC