Important Information

The material provided on this website is provided for informational purposes only. We make no representations regarding the accuracy or completeness of any information in these materials, or the effectiveness of any advice or recommendation made to achieve any specific financial planning goal.

Nothing contained herein should be construed to be an offer or a solicitation of an offer to buy or sell any security, insurance, or investment product, nor should it be considered professional advice. Advice may only be provided after entering into an advisory agreement with an advisor.

Representatives of a Registered Investment Adviser (RIA) may only conduct business in a state if the representatives and the RIA they represent satisfy the qualification requirements of, and are approved to do business by, the state and/or are excluded/exempted from the state’s licensing requirements.

Investing involves risk, including the possible loss of principal invested.


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.