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Edward Comar, Private Wealth Advisor serving the Walnut Creek, CA area - Ameriprise Advisors

Edward Comar

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Mt. Diablo Private Wealth Advisors
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Life and Health Insurance Licensed
  • Series 7 Licensed - General Securities Representative
  • Series 63 Licensed - Uniform State Exam
  • Series 65 Licensed - Investment Advisory Agent

Education

  • Golden Gate University - Masters of Business Administration, Finance Focus
  • Clemson University - Bachelor of Science Chemical Engineering

Awards & recognition

  • Ameriprise Circle of Success, 2003 - 2016
  • Five Star Wealth Manager, 2012, 2013, 2014, 2015
  • Ameriprise Diamond Ring Club, 2010

Community participation

Rancho Compasion Animal Sanctuary- My wife Donna and I volunteer at Rancho Compasion which is a non-profit farm animal sanctuary.

Interests

My athletic passion is tennis and I play as often as I can. I enjoy traveling with my family. When we travel, we like to experience new cultures and speak other languages. My other interests are skiing and sailing. I enjoy eating good food and drinking good wine with friends.