Fiduciary Oath

Putting Our Clients’ Interests First

We believe in placing our clients’ best interests first, therefore, we are proud to commit to the following five fiduciary principles:

  • We will always put our clients’ best interests first.
  • We will act with prudence, that is, with skill, care, diligence, and good judgment of a professional.
  • We will not mislead clients, and we will provide conspicuous, full, and fair disclosure of all important facts.
  • We will always be objective in our advice.
  • We have an affirmative duty of care, loyalty, honesty and good faith to act in the best interests of our clients.

The team at CONA Wealth LLC provides personal financial planning for proactive, forward-thinking people who want expert guidance on optimizing their wealth.

We specialize in the planning needs of solo entrepreneurs and owners of small & medium businesses.

Services

Cash Flow Planning

Investment Management

Tax Planning

Retirement Planning

Risk Management & Insurance Planning

Wealth Transfer & Estate Planning

Contact

CONA Wealth LLC

177 E. Colorado Blvd. Ste.200
Pasadena, CA 91105

p: 626.657.8710
f: 877.835.9802
e: info@conawealthllc.com

CONA Wealth LLC is the wealth management and financial planning practice of Richard Eddy, CIMA®.
Investment advisory services offered through Change Path, LLC, a registered investment adviser.
CONA Wealth LLC and Change Path, LLC are not affiliated.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.