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Edward (Eddie) Gartner

Financial Planner

CFBS

Biography

With his innovative approach and individualized service, Eddie Gartner helps clients maximize their wealth as they plan for their financial future. Going beyond traditional financial planning and advising, Eddie provides focused strategic planning which is designed to help coordinate and balance what clients want to achieve, with access to the products and services they can use to help get there.

As a Certified Family Business Specialist (CFBS) and having a Certificate in Business Succession Planning, he has an in-depth understanding of the many strategies and advanced concepts available in today’s business market place, and understands that each client has a uniqueness that needs to be handled in that manner. 

Eddie earned his Bachelors of Science in Economics.  He also earned his professional designations through the American College. Eddie enjoys spending time with his family at the lake or playing a round of golf.  He currently resides in Warren, NJ with his wife Kirsten and two children Kaleigh and Gavin.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Succession Planning
  • Retirement Income Planning
  • Business Owners
  • Risk Management Strategies
  • Retirement Strategies

Languages

  • English

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CRN202008-236131

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