Senior Financial Advisor
Ed, a Certified Financial Planner®, returned to work at Richardson Financial Services, Inc. in March of 2020. Ed has over 25 years of experience serving institutional clients and assisting individuals and families plan for their financial futures. Ed’s clients have included among others, individuals with careers in academia and high technology and engineering.
The philosophy “client first” inspires Ed. He is passionate about financial planning and helping clients meet their short and long-term goals by identifying and navigating financial challenges that may arise. Developing sound financial plans, collaborating with clients in the creation of personalized financial approaches, and knowing we are making a difference in clients’ lives brings Ed great satisfaction.
Ed holds a B.A from Saint Michael’s College. He earned the designation of Certified Financial Planner® in 2006. Prior to joining Richardson Financial Services, Inc. in 2020, Ed worked with TIAA, Fidelity investments, and early in his career, Richardson Financial Services, Inc.
Ed enjoys spending time with his wife and their three children in New Hampshire. They are avid water and snow skiers and like to play golf and bike. Ed coach’s youth hockey and lacrosse in his hometown in Massachusetts, and he plays in a men’s ice hockey league.