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?
WHO WE HELP
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
Obtain peace of mind knowing your account assets are held at a trusted established financial institution.
TD Ameritrade holds over $1.3 trillion in client assets.* Learn more about TD Ameritrade’s Asset Protection Guarantee.
- TD Ameritrade Institutional provides Eddy Financial LLC access to a wide range of non-propriety investment products and services that can help us serve the requirements of our clients.
- Through our relationship with TD Ameritrade Institutional, clients receive a consolidated statement reflecting investment positions and transactions.
Click here for more information about Eddy Financial and TD Ameritrade Institutional.
* As of September 2018, per “TD Ameritrade and You” informational brochure. Eddy Financial LLC and TD Ameritrade Institutional are independent and non-affiliated. TD Ameritrade, Inc., member FINRA/SIPC, and a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of the Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2020 Charles Schwab & Co., Inc. Member SIPC.
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.