Founder of Cona Financial Group and Managing Member of Cona Investment Advisors, LLC, Richard Eddy has been in the financial services business since 2005. He has experience in a wide range of financial planning areas including insurance planning and risk management strategies, investment and portfolio analysis, tax planning, retirement planning and estate preservation strategies.
Prior to 2005, he was in the engineering/manufacturing business as both a manager and as a business owner. In this capacity he worked closely with some of the world’s largest aerospace and technology companies, helping them to develop the tools and techniques needed to improve their manufacturing processes.
In his spare time Richard is active in his community and enjoys golf, tennis, and spending time with his wife and Cora, their fun-loving labrador retriever. He has also served on the Board of Directors of Building a Generation, a 501(c)(3) non-profit organization serving families throughout the East Valley of San Bernardino.
Richard Eddy is a Series 65 licensed investment advisor representative, a licensed insurance agent in California (Lic. #0E76495) and several other states and also maintains a valid California Real Estate Salespersons license (Lic. #01848688).
Richard’s main office is located in La Verne, CA. Detailed contact information can be found here.