Ed Caldera, CF2

About Ed Caldera

Ed started in the industry in 2004 and has specialized in managing growth of assets as a Registered Investment Advisor along with helping clients solve Tax  & Income concerns during their distribution years in retirement. Between maximizing Social Security Income & the Roth Conversion of Qualified Accounts, Ed leverages multi-year planning to avoid unnecessary tax consequences. Ed received a degree in Business from the University of Southern California and currently resides in Orange County, California. 
 
In addition to his career, Ed serves in Christian Ministries by serving in projects that reach out to those that are seeking inspiration in a Higher Power.