With over 10 years of experience in the financial service industry, Edward is a Investment Advisor Representative, holding Series 6, 7, 63, and 66 at Advantage Tax and Wealth (Avantax Wealth Management). Specializing in Tax Advantageous Life Insurance and Retirement Strategy, he serves his clients as Tax Professional (CRTP). He is bilingual serving our Japanese speaking community with comprehensive tax and financial planning.
Through his experience in Forex Currency Swap Trading in Tokyo and New York, his expertise is US-Japan economy. His passion is to become an ambassador to bridge the gap between the US and Japan as a Japanese/English bilingual.
Edward earned two master's degrees. MBA from Indiana University Pennsylvania and Corporate Finance from Bentley University in Massachusetts. Born and raised in Japan, he resides in Tustin, Orange County, with his wife and a daughter. A board member of the Japanese Chambers of Commerce (JCCSC). Baseball Fan: LA Angels and Toyo Yakuruto Swallows.