 |
 |
 |
 |
 |
 |
 |
|
 |
Ed Runyon, CLUPrincipal T 877-768-4802 x3 |
Read more about our other team members… |
|
||
Ed Runyon has 15 years of experience advising families on designing, implementing and monitoring financial strategies to achieve their individual goals. He has specific industry expertise in working with business owners, executives and professionals. Ed began his career as an accounting professional with the CPA firm Arthur Andersen. His responsibilities included planning and performing financial audits as a senior accountant. Ed was with Merrill Lynch as a financial consultant and with Fidelity Investments working with estate attorneys and CPAs on charitable giving vehicles for their affluent clientele. Prior to co-founding Waypoint Wealth Partners, Ed co-founded Runyon & Bowes Financial Advisors a highly regarded independent advisory firm with offices in Northern and Southern California. |
Ed holds a BA in Business, accounting major, from San Diego State University, and earned the CLU financial planning designation from the American College. He currently continues an extensive curriculum of continuing profession education programs including regular attendance at industry conferences. Ed is active in his community volunteering with youth sports and the YMCA. He lives in Orange County with his wife and two children and is a fitness enthusiast riding his bicycle in excess of 4,000 miles per year. |
|
   |
©2011 Waypoint Wealth Partners | Disclosure
