Edward  Vargo,  CFP<sup>&reg;</sup> - Financial Advisor

Edward Vargo, CFP®

ChFC AIF CDFA

Private Wealth Manager

Burning River Advisory Group

2237 Crocker Road, Ste 150
Westlake, OH 44145
FINANCIAL ADVISOR'S WEBSITE
(216) 404-2420 CONNECT WITH Edward
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General

Edward Vargo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Burning River Advisory Group in Westlake, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU AIF CRPC CDFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Retirement, Life Planning, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Personal Taxes, Women's Finances

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