Jeffrey  Edwards,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Edwards, CFP®

President

Atlas Financial Planning, LLC

66 Avondale
Irvine, CA 92602
FINANCIAL ADVISOR'S WEBSITE
(949) 424-7703 CONNECT WITH Jeffrey
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General

Jeffrey Edwards is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Atlas Financial Planning, LLC in Irvine, CA and the surrounding communities.

Financial Advisor Overview

My mission is to walk my clients through a thorough discovery process that gives them clarity in identifying life goals, comfort in understanding their objectives and guides them to a life of reward and fulfillment through a comprehensive financial plan.

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Financial Advisor Experience

My career in helping families with their financial futures started in 2000. Over the years I have worked with peoples from all levels of financial status and career, from business and real estate owners, physicians to the recently retired.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: California
  • Fixed annuities: California
  • Variable annuities: California

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources