Edward Wood, CFP®, AIF®
Wealth Advisor, Partner
Ed joined Cornerstone Wealth as a wealth advisor in 2011, becoming a partner in 2018. Prior to Cornerstone ,he spent 15 years in the financial services industry with Principal Financial Group’s Executive Benefit Planning Group and serving as Sales Vice President of Highland Capital Brokerage.
Ed attended East Carolina University where he earned a bachelor’s degree in Industrial Technology with a minor in Business Administration
Over the past 21 years, Ed has used this foundation of process-driven education in science and business. Ed Wood is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary. He excels in guiding clients to accomplish their financial goals.
Areas of Focus
Retirement Planning
Estate Planning
Wealth Transfer Planning
Education Planning
Insurance Planning
Executive Benefit Planning
Education
East Carolina University: Industrial Technology & Business Administration, Minor
College for Financial Planning, Centennial, CO
Professional Credentials
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®, AIF
Securities Exams Passed
Series 7- General Securities Representative Exam
Series 63- Uniform Securities Agent State Law Exam
Series 65- Uniform Investment Advisor Law Exam
Insurance Licenses
Life, Accident and Health
Long-Term Care and Medicare Supplement