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Podcast: Registered Investment Advisor Podcast
Episode: From Fidelity to Financial Planning
Description: In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals.Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions...