Edward Bao, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Edward Bao, Jr. CFP®

AIF®

Wealth Advisor

Smallwood Wealth Management

199 Broad St.
Red Bank, NJ 07701
FINANCIAL ADVISOR'S WEBSITE
(732) 542-1565

General

Edward Bao is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Smallwood Wealth Management in Red Bank, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NJ,NY,FL,GA,CO
  • Fixed annuities: NJ,NY,FL,GA,CO
  • Variable annuities: NJ,NY,FL,GA,CO

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Broker-Dealer Disclaimer

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY, 12211. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC, are not affiliated companies.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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