Santa Monica, CA financial advisor Andrew Eddy, a CERTIFIED FINANCIAL PLANNER™ certificant, leads Santa Monica, CA wealth management firm Eddy Financial.

“We feel passionately about helping people accomplish their goals with straightforward unbiased advice.”

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Los Angeles Financial Advisors Fiduciary

Learn about these credentials.

Los Angeles Financial Advisor Andrew Eddy is a CERTIFIED FINANCIAL PLANNER™ certificant, and holds the Chartered Financial Consultant®, Chartered Life Underwriter®, and Accredited Investment Fiduciary® designations.

How can nearby Santa Monica, CA financial advisor Andrew Eddy, a CERTIFIED FINANCIAL PLANNER™ certificant help you?

How do we build our assets and protect our family?

How do we minimize taxes with our investments?

What retirement plan options are available to us?

How do we manage our deferred compensation?

How do we plan for the sale of our business?

How do I re-evaluate my finances after divorce?

How do we manage our stock options?

WHO WE HELP

BUSINESS OWNERS

EXECUTIVES & PROFESSIONALS

HOW WE HELP

Bob and Andrew incorporate your holistic objectives into a personalized strategy.

401Ks and 401K Rollovers
SEPs and IRAs
Deferred Compensation
Stock Options
Pension Plans

529s and College Funding
Retirement Income
Family & Business Protection
Inheritances
Multi-generational Advisory

see our comprehensive wealth management offerings

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Los Angeles area Santa Monica financial advisor, financial planner, and wealth management located near me serving Santa Monica, Brentwood, Pacific Palisades, Westwood, Marina Del Rey, Culver City, West Los Angeles, Hollywood, Bel-Air, Malibu, Century City, Beverly Hills, Topanga, and Southern California communities. Andrew Eddy, CERTIFIED FINANCIAL PLANNER™ certificant (CFP^®) located near me in Los Angeles.