Edward Coda, MBA, CFP®
Chief Compliance Officer
Ed serves as Coda Financial Group’s Chief Compliance Officer and is also a Certified Financial Planner®. With over 48 years of experience helping people with finances, Ed has served as a CPA with Ernst and Ernst, as a tenured accounting instructor for the University of Hawaii and has worked directly in financial services since 1986. Ed’s experience also includes the purchase, operation and profitable sale of his own business. Ed believes that education is the key, so that clients have confidence with their comprehensive financial plan.
Ed provides key supervision and assistance to each of the advisors who provide customized investment, tax, risk management and estate planning strategies. He has gained tremendous experience through the navigation of sophisticated tax strategies and uses that experience to guide his advisors, and their clients, to maximize opportunities and help avoid costly mistakes.
The combined experience of our team makes us an ideal choice for business owners, non-profit organizations, and individuals to implement plans using the same types of programs and approaches as large institutions. His education-first philosophy provides his advisors the avenue to help clients achieve their life goals while feeling secure in their decision-making.
Outside the office, Ed and his wife Betty have written a number one bestselling book titled Passionate Parent Passionate Couple (view a highlight of the book as discussed on Living Local®). Additionally, he enjoys spending time with his nine grandchildren - especially attending their many special events. Ed loves Hawaii’s outdoor beauty and can often be found golfing, hiking, or enjoying the beach in addition to supporting University of Hawaii sports.
- Certified Financial Planner®, Financial Planning Association
- Registered Principal and OSJ, SagePoint Financial, Inc.
- Investment Adviser Representative, SagePoint Financial, Inc.
- Multiple State Securities Registrations
- Multiple Investment Advisory State Registrations
- Health & Life Insurance Licensed Producer
- Securities Registrations- Series 6, 7, 24, 26, 53, 63, 65
- BS and MBA San Jose State University