California Doctors

A personal choice - Ed Ramsey's desire to spend time on the West Coast has resulted in his decision to expand his financial planning and investment services to medical and dental professionals in California. In doing so, he has obtained all applicable licenses to do business as a financial advisor and CPA in California.

Licensing - Ed is licensed as a California Certified Public Accountant (CPA). He is registered in California as an Investment Advisor Representative (IAR) of Commonwealth Financial Network, and is licensed as a life, health and annuity insurance agent with the State of California.

Affiliation - Ed is affiliated as an Investment Advisor Representative (IAR) of Commonwealth Financial Network, member NASD/SIPC, a Registered Investment Advisor, headquartered in San Diego, California and Waltham, Massachusetts.

Serving California Doctors - Ed makes frequent trips to California to meet and interact with his West Coast clients. He has access to offices and conference room facilities of a national executive office with multiple locations in Los Angeles, Irvine, San Diego and other major cities throughout California. Utilizing a combination of today's telecommunication facilities and personal meetings, Ed remains in touch and engaged with his clients regardless of their physical location.

Please contact Ed Ramsey for your initial consultation at 1.866.909.1040 or by email.