Edward Wood, CFP®, AIF®

Wealth Advisor, Partner

Ed joined Cornerstone Wealth as a wealth advisor in 2011, becoming a partner in 2018.  Prior to Cornerstone ,he spent 15 years in the financial services industry with Principal Financial Group’s Executive Benefit Planning Group and serving as Sales Vice President of Highland Capital Brokerage.    

Ed attended East Carolina University where he earned a bachelor’s degree in Industrial Technology with a minor in Business Administration 

Over the past 21 years, Ed has used this foundation of process-driven education in science and business. Ed Wood is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary. He excels in guiding clients to accomplish their financial goals.

Areas of Focus

  • Retirement Planning

  • Estate Planning

  • Wealth Transfer Planning

  • Education Planning

  • Insurance Planning

  • Executive Benefit Planning

Education

  • East Carolina University: Industrial Technology & Business Administration, Minor

  • College for Financial Planning, Centennial, CO

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™

  • Accredited Investment Fiduciary®, AIF

Securities Exams Passed

  • Series 7- General Securities Representative Exam

  • Series 63- Uniform Securities Agent State Law Exam

  • Series 65- Uniform Investment Advisor Law Exam

Insurance Licenses

  • Life, Accident and Health

  • Long-Term Care and Medicare Supplement