Ed is a Senior Wealth Advisor at Newport Advisory.
Ed holds designations as a Certified Financial PlannerTM professional and is a member of the American Institute of Certified Public Accountants (AICPA). In addition, he has the AICPA designation of the Personal Financial Specialist (PFS). Ed has been working with Newport Advisory since 2009 and knows his clients are well served under the Newport Advisory umbrella. Prior joining Newport Ed was the founder and president of FutureNest, Inc., a firm that he ran for over 10 years. For more than 20 years clients have been trusting Ed to provide comprehensive financial services. Ed was also a co-founder and partner of Huff & Marshall, CPA‘s, specializing in tax and accounting. He began his accounting career working with the Big Four Accounting Firm of Deloitte Touché Tohmatsu, Ltd., and began his tax career as a Senior Tax Advisor with the California Franchise Tax Board. Ed earned a Bachelor of Science in Business Administration and a Master of Science in Business Taxation. He currently holds FINRA Series 6, 7, 63 and 65 licenses.
Ed’s passion is working with his very select group of clients, friends and family. He consults with them in all areas of financial planning including the development of a comprehensive financial plan. He believes investors must apply a disciplined, thoughtful, fundamentally-driven and economically intuitive approach that creates value at every stage of the investment process. Through teaching, analysis, monitoring, and advising Ed strives to deliver peace of mind to his clients. His motto is YOUR PLAN, YOUR FUTURE®
Ed enjoys spending time in Southern California and in the San Francisco area where he currently lives with his wife Debra. In addition to traveling they enjoy attending cooking classes and baking bread from scratch. Ed’s other hobbies include making stained glass projects, biking and going to the gym.