Need to get in touch? Have a general question about our services? Feel free to reach out directly or fill out the form below. We will get back to you soon.
CONA Wealth LLC
177 E. Colorado Blvd. Ste.200
Pasadena, CA 91105
p: 626.657.8710
f: 877.835.9802
e: info@conawealthllc.com
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.