BS Political Science, Santa Clara University
MBA, Pepperdine University; CA Insurance License #0E58045
As a card-carrying member of the “sandwich generation”, Ed’s practice focuses on helping fellow Boomers address the challenges associated with caring for both parents and children. We are living longer, which changes the way we think about our retirement years and the associated financial priorities. Financial planning in this context requires careful consideration of lifestyle and health issues, long term care planning and wealth transfer issues.
Ed has been with SFE since 2005 and has extensive experience in small business management and consulting. Ed volunteers his time working with the elderly through his wife’s organization (she is a senior care professional) and advising non-profit businesses.