CIMA®

    Richard Eddy

    Financial Advisor

    CONA Wealth
    La Verne, CaliforniaNo minimum minimum

    About Richard

    As a small business owner for most of my adult life I know both the exhilaration and the pain of choosing that career path. Managing people, processes, and finances are crucial if you want to be successful. I work closely with my clients to help them navigate through life’s next steps…whether that’s...

    Areas of focus

    Financial PlanningInvestment ManagementRetirement PlanningTax PlanningPortfolio ConstructionCash Flow AnalysisSuccession Planning

    Credentials & background

    Designations

    CIMA®

    Licenses

    Series 65

    Education

    Executive Master of Business Administration Quantic School of Business and Technology (2023); Bachelor of Arts in Liberal Studies Los Angeles Pacific University (2019)

    Clients served

    Business OwnersEntrepreneursRetireesHigh Net Worth Individuals

    The firm

    CONA Wealth