Edward “Ed” began his financial services career in 1999 with Morgan Stanley Smith Barney, where in 2007, he completed the18-month educational curriculum and passed the CFP exam and proudly serves his clients as a CERTIFIED FINANCIAL PLANNER™. In 2012, Ed moved to the independent channel and founded Wettig Capital Management. After growing his independent business for 10 years, Ed joined Cornerstone Financial Planning Group, which has been serving the investment and financial planning needs of clients in Bend, Oregon since 2010.
Ed, originally from Kansas, graduated from Kansas State University with a bachelor’s degree in Hotel and Restaurant Management. He worked for the Marriott Corporation in California for five years in various management and guest relations positions before moving to his present home state of Oregon.
Ed believes that the interests of his clients must always come first. His goal is to provide clients with the information and guidance necessary to make sound financial decisions. Retirement income planning is of special interest to Ed, and he has the knowledge, experience, and tools to help clients map out their unique path to a secure and comfortable retirement.
Ed is married to Holly, has two grown children, two grown stepsons, and two grandchildren. Ed’s hobbies include golf, softball, bowling, fishing, and just enjoying all the recreation options in Central Oregon.
Wettig Capital Management, Cornerstone Financial Planning and PlanMember Securities Corporation are independently owned and operated companies.