Eddy is an advisor with experience in retirement planning, general investing, and goal planning. Eddy has been an advisor since 2022 and joined Fuchs Financial in October 2023. He has passed his Series 7 and 66 licensing exams. Additionally, he is a Chartered Retirement Planning Counselor™ designee and an Accredited Financial Counselor® Professional . Prior to joining the Fuchs Financial team, Eddy was an advisor at Merrill Lynch, and Financial Coach with Open Doors.
Eddy understands planning for the future can be a daunting task with so many variables, and numbers that may be unknown. That is why with every plan he works on; he will make sure to gather include as much detail as he can to mitigate as much risk as possible. With his prior experience and seeing different scenarios Eddy makes sure to show multiple paths for your success. Eddy’s end goal is for you to understand your financial plan and be comfortable in executing it.
Eddy obtained his bachelor’s degree in finance from Quinnipiac University. He strives to help people reach their financial goals through short, mid, and long-term planning.
When Eddy is not in the office, you can find him playing basketball, trying new restaurants, reading books, and exploring the great outdoors.