Co-Founder of CONA Wealth, Richard Eddy has been active in the financial planning and investment management business since 2005. His has experience in a wide range of range of financial planning topics, including insurance planning and risk management strategies, investment and portfolio analysis, tax planning, retirement planning and estate preservation strategies.
As the Director of Investment Strategies, Rich oversees the investment portfolios for all of the firm’s clients and is instrumental in making sure that our client’s portfolios are optimized and aligned with their financial plans.
Prior to 2005, he was in the engineering/manufacturing business as both a manager and as a business owner. In this capacity he worked closely with some of the world’s largest aerospace and technology companies, helping them to develop the tools and techniques needed to improve their manufacturing processes.
In his spare time Rich is active in his community and enjoys golf, tennis, and spending time with his wife and Cora, their fun-loving Labrador Retriever. He has also served on the Board of Directors of Building a Generation, a 501(c)(3) non-profit organization serving families throughout the East Valley of San Bernardino.
Rich is a Series 65 licensed investment advisor representative, a licensed insurance agent in California (Lic. #0E76495) and several other states and also maintains a valid California Real Estate Salespersons license (Lic. #01848688).
Schedule a Call, Zoom Meeting, or In-Person Meeting with Rich