Ed Oxford began his career in the Financial Services Industry in 2003 with American Express Financial Advisors (Ameriprise). He holds a designation known as the Chartered Retirement Planning Counselor (CRPC®) and helps clients master their path to retirement. His Series 7 and 66 licenses are linked to Kestra Financial, and he also carries licenses for Long Term Care Insurance and Life & Health Insurance. All of these licenses facilitate his ability to counsel and advise clients regarding their investment and insurance needs. In addition to this he provides comprehensive financial planning by creating strategies designed to help clients reach their financial goals – whether it be early retirement, college planning for the kids, budgeting, buying a first house, building a portfolio of rental properties, or a wide variety of financial goals.
In 2010, Ed became an Independent Financial Advisor. Together with Roberto Guzman, they founded Oxford-Guzman Financial Services, and since then he founded Oxford Financial Advisors. He also engages in community outreach and provides financial presentations and seminars for various sized groups, organizations, and companies.
Ed earned his Bachelor’s Degree in Marketing from Miami University and then a Master’s Degree in Theology from Biola University in 2001.
His educational and career paths have afforded him vast experience in business organization, counseling, and budget planning, while simultaneously honing his interpersonal skills. Ed’s greatest strengths include his ability to thoughtfully and capably analyze, advise, and respond to client inquiries regarding various financial concerns in a clear, concise, and easily understood manner. He is able to empower his clients and take them from their current financial position to a stronger and brighter financial future.
Ed genuinely enjoys helping people plan to achieve their financial goals. His counseling background, along with his involvement in Campus Crusade for Christ, aka CRU, and other such ministries have helped him develop an ability to accurately assess and strategically advise his clients, as he works closely and patiently to uplift them in achieving both short and long-term objectives.
Ed is a professional who can be trusted with your financial needs. He would love the opportunity to meet, interact, and help you pursue new and expanded financial goals.