Financial Advisor at
CONA Wealth
Years of Experience
19 years
Member Since
2023
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Executive Master of Business Administration
Obtained in 2023
Bachelor of Arts in Liberal Studies
Obtained in 2019
Financial Planner / Director of Investment Management
2010 - Present
Financial Advisor
2008 - 2010
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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