Eddie MacPhee, CFP ^®

With over 18 years of experience in the financial services industry, Eddie has held a variety of roles that span advisor relationship management, succession planning, and strategic coaching. Throughout his career, he has developed a passion for empowering clients by providing clear, actionable advice that helps them make informed financial decisions. Eddie’s goal is to ensure that every client is well-equipped to achieve their financial goals, especially as they approach retirement.

As a Financial Advisor, Eddie specializes in retirement planning, investment management, and tax-efficient strategies. He takes pride in simplifying complex financial concepts and providing tailored solutions to fit each individual’s unique needs. Eddie firmly believes that the key to successful financial planning lies in building strong, trust-based relationships with clients. These relationships enable him to fully understand their goals and provide the guidance they need to secure their financial futures.

A native of San Diego, Eddie earned his Bachelor’s degree in Finance from San Diego State University before pursuing a Master’s degree in Financial Services from Boston University. He completed the requirements for his CFP licensure in 2012 and has continued to deepen his expertise in the financial services field by earning additional certifications and attending various industry events.

When I’m not helping clients achieve their financial goals, I spend quality time with my son, enjoy playing flag football, work on home improvement projects, or take in the beautiful sunsets near my home in Pacific Beach. My approach to life and work is driven by a commitment to integrity, service, and a genuine desire to make a positive impact on my community.