"Please download our investment guides with our compliments."

Bob has been deeply involved in the financial services industry for over 40 years. He partners with his son, Andrew, to provide comprehensive wealth management services to clients in Los Angeles and around the country.

"We’re active advocates for ethical practices in the financial community and feel passionately about helping people accomplish their goals with straightforward unbiased advice."

Bob and Andrew follow the Certified Financial Planner Board of Standards, Inc. code of ethics.

How can we help you?

Bob Eddy, MBA, CFP®, ChFC®, CLU®
Andrew Eddy, AIF®, ChFC®, CLU®,CFP®

Los Angeles Financial Advisors (310) 451-3339
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Please reach us at (310) 451-3339 or contact us via email letstalk@eddyfinancial.com
Click book covers to download free guides.
Advisory services offered through Eddy Financial, LLC. 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401. Advisory services are only offered to clients or prospective clients where Eddy Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Eddy Financial, LLC unless a client service agreement is in place.  Privacy Disclaimer © 2020 Eddy Financial. All rights reserved.