Eduardo is an insightful student of the markets and appreciates how finance touches every part of a person’s life. A Chartered Retirement Plans Specialist®, he supports team members who specialize in corporate retirement plans, profit-sharing plans, interest rate swaps, captive insurance plans and 401(k)s. Putting clients first comes naturally to him. He treats clients with compassion, imagining himself in their shoes as he listens closely to their requests and concerns.
He joined Raymond James in 2016. Before that, he served as a client service associate at UBS in Beverly Hills, Envestnet in Los Angeles and Planned Asset Management in Calabasas. He studied at California State University, Northridge.
A California native, Eduardo grew up in Santa Clarita and now lives in Hollywood. In his free time, he enjoys exploring the numerous national parks and vineyards throughout the country.