Steve B – Walnut Creek

When I met Edward it was clear he was a longer term thinker than most other types of advisers I have met. He listened to my objectives, asked questions and gave me choices which convinced me he was looking out for my best interests.

His plan design was extremely complete, flexible, easy to understand and on target to my objectives. Whenever I need information he responds very promptly with explanations so I can easily make decisions. There is no question he was a great choice to help me with my plans….