Richard Eddy
Financial Advisor at
CONA Wealth
Years of Experience
19 years
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Specialties and Expertise
Credentials and Designations
Certified Investment Management Analyst®
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Master of Business Administration
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
Quantic School of Business and Technology
Executive Master of Business Administration
Obtained in 2023
Los Angeles Pacific University
Bachelor of Arts in Liberal Studies
Obtained in 2019
Previous Work Experience
CONA Wealth LLC
Financial Planner / Director of Investment Management
2010 - Present
Transamerica Financial Advisors, Inc.
Financial Advisor
2008 - 2010
Disclosures and Proof of License
Advisor Disclosure
Richard Eddy is an investment advisor representative with and investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CONA Wealth and CreativeOne Wealth, LLC are not affiliated. We do not provide tax or legal advice or services. Richard Eddy is also a licensed insurance professional. CA Insurance License #0E76495. Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. Licensed Insurance Professional. CA Insurance License #0E76495.
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