Broker Check

Edward Opat


    Edward J. Opat, CFP®


    Ed received a BA Degree from Lafayette College majoring in Economics and Business, with a concentration in Computer Science. He was granted the designation of Certified Financial Planner™.

    Professional by the College for Financial Planning in Denver, Colorado. He received his insurance and securities registration in 1982 and 1983, respectively, and began his career in financial services in Monroeville, PA. He continued his studies in the financial services field and in 1990 obtained his Certified Financial Planner™ designation and began working with IDS American Express as a financial Advisor. In 1997, he and his partners formed The Equity Advisor Group, Inc., an independent firm whose advisors provide professional planning services to its clients. Ed currently serves as the Corporation's Treasurer.

    Ed is registered in the states of AZ, CO, FL, IL, IN, MD, MI, NC, OH, PA, SC, TX, VA, WA

    www.edopat.com

    Cindy


    Cindy is Ed Opat’s scheduling and client relations assistant.