Robert Eddy is a financial advisor at Eddy Financial, LLC in Santa Monica, CA, holding the ChFC® and Series 63 designations with 47 years of industry experience. His prior work includes roles at Lincoln Investment and Capital Analysts, Incorporated. Eddy Financial serves individual investors, including high-net-worth clients, trusts, small businesses, and employer retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm offers tailored portfolio construction using a range of investment vehicles and incorporates third-party money managers and institutional funds as part of its investment approach.

Andrew Eddy is a CFP® and ChFC® with 11 years of industry experience. He is the principal of Eddy Financial, LLC in Santa Monica, CA, where he has worked since 2017 after three years at Lincoln Investment. Outside of his advisory role, he serves as the volunteer head of his local homeowners association. Eddy Financial serves individual investors, trusts, small businesses, and employer retirement plans with discretionary asset management, financial planning, and retirement plan consulting. The firm constructs individualized portfolios using a range of securities and may incorporate third-party money managers and institutional fund vehicles as part of its investment approach.