Eduardo (Eddie) is an Accredited Investment Fiduciary (AIF®) and a 401(K) specialist. He is also part of the Modern 401(k) team. Eddie works with business owners, of all sizes, to implement custom designed retirement plans. Along with those plans, he provides the employees with Financial Education and Financial Wellness.
Eddie was born and raised in California. He ventured to Arizona with his family to advance his career in finance starting with banking. Eddie has served in a variety of roles, each of which he credits for developing his skills in becoming an excellent relationship manager. Prior to achieving his goal of becoming a financial advisor, he served as a bank branch manager and private banker.
Eddie enjoys spending time with his children, especially advancing his daughter’s basketball passion, as well as enjoying a beer with friends; every now and then.
Se habla español.