Eddy Financial Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Eddy Financial is a wealth management advisory firm established by Bob Eddy, MBA, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients.

Eddy Financial is built on four core principles:

Tailored Comprehensive Solutions
We are unwavering in providing solutions that meet your needs and simplify your financial life.

Accountability 
We say what we do, and do what we say, we are fiduciaries, which means we act in your best interest always.

Integrity and Trust  
Over the last 40 years, Bob Eddy has been a leading voice for ethical practices in the investment community.

Strategic Approach 
We take a strategic approach and our goal is to help you live comfortably today and to protect your legacy for the future.

Disclaimer:
Eddy Financial, LLC is a Registered Investment Adviser. 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.

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