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One Park Plaza Suite 600 Irvine, CA 92614

(949) 424-7703
jeff.edwards@atlasfinancialplans.com
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Our Values

Our Values

Healthy Mind & Body: As an avid health enthusiast, I am a firm believer in a healthy lifestyle. What good is all this wealth if you don't live long enough to enjoy it?

Enjoy the Small Things: Life is a series of small events; appreciation makes them great.

Community & Family: Having seen the power of "community" within our local gym, church and family, it's important to remember we thrive better together.

Reinvestment: The most powerful lesson I've learned is reinvestment back into myself and our family. Constantly seeking what makes us happy and spending the time, energy and money to make that happen. 

Background

In 2000, I began my career at one of the largest wealth management firms in the country. Over the next 17 years, I became more ingrained in managing the overall financial affairs of my clients. In 2018, I created Atlas Financial Planning to provide personal CFO guidance to a select group of successful families.

  • Received Bachelor of Arts Degree from California State University, Long Beach
  • Earned Certified Financial Planner Designation
  • Successfully Passed Series 7, 63, 66 and SIE Securities Examinations
  • Licensed with the State of California in Life, Accident & Health Insurance


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