Edward has been in the financial services industry since 2008, gaining a wealth of experience from his tenure working at banks, brokerages, and wealth management firms. His enthusiasm for financial planning has driven him to pursue various academic achievements, resulting in a master's degree in personal financial planning and a master's in education. Edward also holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™, IRS ENROLLED AGENT (EA), and other certifications. Edward is a doctoral candidate focusing on education, specializing in curriculum and instruction.

Edward's leadership is evident in his key roles in the financial services industry. In 2016, he showcased his entrepreneurial spirit by founding ClearVue Financial. In this dual role of financial planner and tax advisor, Edward has guided hundreds of individuals and families in managing their finances, staying tax-compliant, and achieving their financial aspirations. Edward has experience teaching in higher education, working as a financial planning course development provider, subject matter expert, and adjunct professor at two online universities.

As the Founder, President, and Director of Curriculum and Instruction with Creek & Lyells, Edward spearheads the foundation's overall operations and strategic direction, guiding fundraising efforts and ensuring the firm adheres to its core mission and values. Edward is also charged with overseeing the development and implementation of educational programs for students and participants.

Edward's life is not just about his professional pursuits. He is a loving husband and father of two who cherishes quality time with his family and friends. His hobbies, such as do-it-yourself home renovation projects and golf, not only balance his professional life but also contribute to his overall well-being.

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