Eddie Vela | CLU®, ChFC®, CLF®, MBA
Managing Director / Wealth Management Advisor
Eddie Vela, a seasoned Financial Services Executive with two decades of experience, specializes in collaborating with families and businesses to create comprehensive financial plans. His expertise spans risk management, wealth accumulation, and tax mitigation solutions.
Prior to his career in financial services, Eddie distinguished himself in the United States Marine Corps, serving in deployments on both US coasts and overseas.
Eddie holds a Master of Business Administration, a Chartered Life Underwriter, a Chartered Financial Consultant, and a Chartered Leadership Fellow from the American College of Financial Services.
In his free time, Eddie enjoys traveling the world, golfing, and skiing with his 15-year-old son, Sebastian, who is his skiing companion.