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Edgar Gonzalez ChFC®, CFP®

Edgar Gonzalez ChFC®, CFP®

Financial Planning Intern

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location of Edgar Gonzalez ChFC®, CFP®Austin, Texas, United States

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  • Timeline

  • About me

    Financial & Estate Planning | Personal & Business

  • Education

    • The American College of Financial Services

      -
      ChFC®

      ChFC® The Chartered Financial Consultant (ChFC) • The financial planning process, including the role and responsibilities of a financial consultant• Risk management strategies, including mitigating the risks associated with insurance, human capital, liability, property, and wealth management• Income tax strategies, including planning for deductions, tax credits, capital gains and losses, taxation of life insurance, annuities, and partnerships, LLCs, corporations, and… Show more ChFC® The Chartered Financial Consultant (ChFC) • The financial planning process, including the role and responsibilities of a financial consultant• Risk management strategies, including mitigating the risks associated with insurance, human capital, liability, property, and wealth management• Income tax strategies, including planning for deductions, tax credits, capital gains and losses, taxation of life insurance, annuities, and partnerships, LLCs, corporations, and proprietorships• Retirement planning strategies, including choosing between and working with SEPs, SIMPLEs, IRAs, Roth IRAs, 403(b), and nonqualified deferred compensation plans• Investment strategies, including issues pertaining to return computations, diversification, securities markets, tax issues, portfolio management, and ethical practice• Estate and gift-tax planning strategies• Personal financial planning strategies• Specialized strategies, including aiding divorcees, blended families, and special needs. Show less

    • The University of Texas at San Antonio

      2014 - 2019
      Finance Investments and Securities

  • Experience

    • Foresters Financial

      May 2018 - Sept 2018
      Financial Planning Intern

      • Created mock financial plans and present to office directors • Top performing intern during mock client meetings • Focused on key concepts and intricacies of insurance and financial products

    • Northwestern Mutual

      Dec 2018 - Mar 2021
      Financial Representative

      • Developing one's market of potential clients, phoning prospects for appointments • Analyze client’s financial situation and recommending financial products and services • Knowledge of financial planning and wealth preservation concepts • Meeting with clients to educate and review personal financial plans

    • Foster Financial Group

      Mar 2021 - now
      Financial Advisor & Financial Services Manager

      • Financial planner focusing on retirement distribution planning and estate liquidity needs • Building mean variance optimized portfolios for advisory clients • Managing the firm's book of business and client relations • Created & implanting a fee base planning system to grow revenue and provide more client benefits • Leading client facing financial planning meetings

  • Licenses & Certifications