Eddie Zavala joined Intrua Financial as Partner in 2017 but began his career in wealth management and retirement planning in 2012. He has a passion for the income phase of retirement. He believes that personalized service is essential when matching clients with the right financial products and services to pursue client’s financial security goals. Eddie believes that a custom-tailored financial plan must also be continually reviewed so that it is aligned with the objectives of the portfolio. Your financial plan must reflect the stage of life of its owner.
Eddie was born in Honduras and his family moved to the United States in 1994 in search of a better life. He spent his childhood in New York and North Carolina but now is proud to call Houston Texas his home. Eddie began investing in high school; he used this knowledge to help educate his family on the benefits of systematic investing. In helping his family with their investments, he discovered a new passion in life for financial planning and helping others reach their goals through holistic financial planning.
Eddie holds the RETIREMENT INCOME CERTIFIED PLANNER (RICP®) designation. As part of his specialization in retirement income planning, Eddie uses this specified knowledge to craft financial plans for clients who require asset risk management, sustainable income streams, and advanced tax planning strategies. Eddie has made a commitment to on-going financial planning education and always seeks to leverage resources, technology, and experts at LPL’s research department for his clients. Eddie has also received his B.A. in Economics from East Carolina University with a concentration in Business Administration. LPL Financial holds Eddie’s series 7, 6, 63, and Intrua Financial holds his 65 registrations.
In his spare time, Eddie enjoys exploring new places and trying new foods. He also has a love for reading.
“Your imagination is your preview of life’s coming attractions.” Albert Einstein