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.
Cash Flow Planning
Investment Management
Tax Planning
Retirement Planning
Risk Management & Insurance Planning
Wealth Transfer & Estate Planning
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.