“Family wealth planning is like putting together a complicated puzzle. We have the tools to simply the process for you.”
Eddy started his financial services career in 2005 after graduating from Fresno State University with a Bachelor of Arts in mathematics and business finance. Eddy is a CERTIFIED FINANCIAL PLANNERTM professional who earned his CFP® certification in 2010. Before teaming up with Nevada Family Wealth, Eddy founded Gifford Planning Strategies (GPS) where he worked for over 9 years.
Prior to pursuing his career as a financial advisor, Eddy wrestled at Fresno State University where he was a US Open All-American in 2002 and 2005. In addition, he coached the Nevada Junior National Wrestling team in 2009. Eddy’s experience as a wrestler taught him the value of hard work and discipline. His experience as a coach continues to fuel his passion in helping individuals achieve their personal goals.
Eddy’s belief in financial planning was further solidified when his wife’s grandmother was diagnosed with Alzheimer’s disease. This unexpected health event forced her to liquidate all her assets to pay for her care. She was heartbroken by her inability to leave legacy for her son and grandchildren. This personal experience is the catalyst for Eddy’s career in financial planning. His goal is to ensure that all his clients receive appropriate planning advice so they are prepared for anything life throws at them. Eddy and his wife, Kristin, enjoy training and competing in CrossFit and spending time with their two children, Beau and Piper.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.