Edward Coda, MBA, CFP®

Photo of team member
Edward Coda
MBA, CFP®

Chief Compliance Officer

Phone: 
808-237-3390
Fax: 
808-834-5604

CFP.jpg CERTIFIED FINANCIAL PLANNERTM

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 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, National Planning Corporation, Inc.
  • Investment Adviser Representative, National Planning Corporation, 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

 

NPC does not provide tax or legal advice. This information is general in nature and should not be construed as tax or legal advice. Tax and Estate Planning Services offered thru third party.

Please consult your independent tax and/or legal adviser for guidance on your particular situation.

Investing entails inherent risk and NPC does not guarantee investment success, nor should it be assumed that working with a SmartVestor Pro will produce better results than working with a financial professional who is not associated with the program. Financial professionals pay afee to be listed as a SmartVestor Pro and are not screened based on investment performance or client testimonials. NPC is an independent company and is not affiliated with SmartVestorPro, Lampo Licensing, LLC or Dave Ramsey and their related businesses.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our website and assume total responsibility and risk for your use of the site.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Coda Financial Group and NPC are separate and unrelated companies.

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