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Edward Parker

Financial Analyst

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Strength

Flexibility

Longevity

Edward “Eddie” Parker specializes in financial analysis, dedicated to helping clients make informed decisions regarding their finances and business ventures. A graduate of UC Santa Barbara with degrees in Economics and Microbiology, Edward began his path into finance during the COVID-19 pandemic by pursuing the Chartered Financial Analyst® (CFA®) designation. As of April 2025, he has successfully passed all three levels of the exam. Edward values the firm’s personal approach, which allows for tailored solutions and deep connections with clients. He is committed to supporting clients’ financial goals, whether that means planning for retirement, funding education, or enabling memorable vacations by collaborating closely with the team to provide exceptional service.

Outside the office

Eddie is an active sports enthusiast who enjoys basketball, volleyball, surfing, and golfing. Outside of the office you can find him down at the South Mission Beach volleyball courts, at the beach, or on the golf course. Friends and family describe him as easygoing, hardworking, and always ready for a good time.
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