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Eric S
CFP®
San Diego, CA
Ted Buchan & Company
Eric Schmid is a CFP® professional with nine years of industry experience, currently serving as an advisor at Ted Buchan & Company since 2016. He is based in San Diego, CA, and works within a small team of two advisors at the firm. Ted Buchan & Company provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $413 million in assets. The firm uses firm-developed model portfolios combined with fundamental and technical analysis, offering both discretionary and non-discretionary management along with annual account reviews.
Edward B
CFP®, Series 63, Series 65
San Diego, CA
Ted Buchan & Company
Edward Buchan is a CFP® professional with 24 years of experience in financial advising. He has been with Ted Buchan & Company since 2006. The firm provides investment advice and financial planning primarily to individual and high-net-worth clients, managing portfolios through tailored models that combine fundamental and technical analysis. Ted Buchan & Company oversees a substantial asset base with a focus on discretionary and non-discretionary portfolio management and standalone financial plans.
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