Oaktree Financial Advisors, Inc.
Ed began his career in financial services in 1994 with a large national firm before moving to a smaller local firm in 1995. He soon realized that most of the people in the financial services business were salespeople and most of the time they worked for companies who manufactured financial products that they wanted to sell to consumers - whether it was right for the client or not. These were not financial planners or advisors working for their clients. These were salespeople working for institutions.
In 2000, he co-founded Oaktree Financial Advisors with a vision to provide professional financial advice and investment management from a truly independent perspective. Oaktree would be free from sales pitches and instead work for and with clients in helping them achieve their goals and develop long-term relationships with the highest level of service.
Ed holds a Bachelor of Science degree in Business from Ball State University. He is a CERTIFIED FINANCIAL PLANNERTM professional and has obtained the Chartered Financial Consultant designation. Both consist of postgraduate study in the fields of retirement, investment, insurance, employee benefits, taxes and estate planning. He is a member of the Financial Planning Association and serves on the Investment Committee at Our Lady of Mt. Carmel Catholic Church.
He lives in Carmel, Indiana with his wife and five children.
"Our business is about relationships with people, not just their money. I'm proud to have co-founded a firm where people can discuss their concerns and receive independent, objective advice; an atmosphere where people are comfortable."
BS, Marketing, Ball State University
Assets Under Management:
Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Oaktree Financial Advisors, Inc. Tax services offered by Oaktree Financial Advisors are separate and unrelated to Commonwealth.
This communication is strictly intended for individuals residing in the states of AL, AR, CO, FL, GA, IN, KY, MI, NE, NJ, NY, NC, PA, PR, TN, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser.
Oaktree Financial Advisors,12900 N. Meridian Street., Suite 130, Carmel, IN 46032, 317-818-1631