Edward Marshall, CPA/PFS, CFP^®

• 

  Edward Marshall, CPA/PFS, CFP^®

  Financial Advisor

  • https://www.linkedin.com/in/edward-k-marshall/

  Ed is a Financial Advisor at FutureNest. He has extensive experience in finance and accounting. Ed co-founded Huff & Marshall CPA’s, and held positions at Deloitte Touché Tohmatsu, Ltd., and the California Franchise Tax Board.

  Ed enjoys traveling with his wife, Debra, along with attending cooking classes. Other interests include artisanal bread/ jam making, stained-glass art, and cycling.

  Ed’s passion is working with a select group of high net worth clients, whose satisfaction is driven by a personally tailored comprehensive financial plan. His wealth management approach delivers client peace of mind through ongoing teaching, analysis, monitoring, and advising on their customized portfolios.

  Ed earned a BS in Business Administration and MS in Business Taxation. He is a Certified Financial Planner (CFP^®) and a member of the American Institute of Certified Public Accountants (AICPA), a Personal Financial Specialist (PFS) designation. Ed holds FINRA Series 6, 7, 63 and 66 licenses.