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Edward Fulbright, CPA, PFS
Fulbright Financial Consulting, PA
Durham, NC - Serving Clients Locally and Virtually
Comprehensive financial planning - Contact Edward
- Specialties
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- Employer stock options, investment and asset management and small business retirement plans
- Privacy Policy
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- Your information will be protected. Read more
- Your privacy is important and the advisor will make all good-faith efforts to keep your contact or financial information secure. In the event that the advisor is able to identify another professional who can assist you, then they may share only your contact information with a third party. You can opt out of educational emails at any time.
Edward's New Service: "The future of planning"1
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About Edward Fulbright
Edward Fulbright is a fee only financial advisor.
Edward provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams. Edward's primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide Edward's clients towards their financial goals.
As a financial planner, Edward creates comprehensive plans to help clients achieve their goals. Part of the process is also educating clients on the decisions that go in to making these plans, why exactly they are being made and some of the possible consequences that their decisions may have.
In particular, Edward specializes in comprehensive financial planning, investment and asset management and small business retirement plans. Edward can apply this additional expertise and knowledge in these fields to financial plans to better serve clients as they plan for different stages of their lives.
The needs and interests of Edward's clients will always come first. In addition, three things that are very important to Edward with regards to financial planning are financial independence planning, small business advising and tax management.
Experience
Ed is a 20 plus year veteran of the financial services industry and a Certified Public Accountant (CPA), holding the Personal Financial Specialist (PFS) designation. Today, as a Professional Money Coach, Ed offers professional speaking, coaching and life-long financial, tax and investment planning through a Comprehensive Financial & Life Planning Program. Ed works with Teachers, Professors, Scientists, Dentists, Psychologists, Computer Technicians, Attorneys, Physicians, Entrepreneurs and Retirees of all kinds.
Articles Written
Related Terms: Financial Independence Planning, Tax Management, Intergrating Life into Client's Finances, Retirement Income Planning, Comprehensive Financial Planning, Small Business Owners, Pharma Executives, Executives, Dentist, Lawyers and Professors
Fulbright Financial Consulting, PA
5302 NC Highway 55 Suite 104
Durham, NC 27713
919-544-0398
inforequested@moneyful.com
Contact Edward
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The Complimentary Starter Roadmap can help you reach your goals and identify possible areas where you can financially protect yourself.
What you get:- Find out if you're financially on track
- Get suggestions on your key financial goals
- Receive ideas on potential ways to financially protect yourself
The starter roadmap is a complimentary service. It is not intended to be comprehensive financial plan. Yhe starter roadmap is designed to educate and illustrate concepts. It is not reviewed by a financial professional before being issued.
