Our Founder and Chief Investment Officer

Ed is an Accredited Investment Fiduciary (AIF®), Chartered Retirement Planning Counselor (CRPC®) and Certified Wealth Strategist (CWS®). Ed continues to be a regularly featured guest on ABC, Cheddar, Fox, Fox Business, NBC, Forbes and Yahoo Finance.

At EGSI, we advocate for a retirement lifestyle that is purposefully designed rather than left to chance. We understand the significance of safeguarding your hard-earned assets and strategically reallocating them as you transition from your working years to retirement.

To ensure families attain greater confidence, clarity, and certainty in their retirement, we have developed The Retirement Fitness Plan™. This proprietary, five-step process serves as the foundation of our approach, empowering individuals to make informed decisions about their financial future.