Biography
With a strong foundation in retail banking and a passion for client service, Edgar is an integral part of the OneAZ Wealth Management team. As an LPL Registered Sales Assistant, he acts as a strategic partner to our Financial Advisors, assisting them and their clients with a wide range of sales and service needs. Edgar leverages his bilingual skills and six years of financial industry experience to ensure a seamless experience for every client, whether he is coordinating schedules or ensuring essential paperwork is perfectly in order.
Background
Edgar’s commitment to his craft is reflected in his recent licensing achievements, which include the Series 6, and Series 63, held through LPL Financial, as well as his life insurance certification.
When he isn’t in the office, he embraces an active Arizona lifestyle through hiking and soccer. He also has a deep love for the culinary arts, enjoying everything from experimenting with new recipes in his own kitchen to exploring new restaurants with a particular fondness for sushi.