Eddie Liang, CFP® Downshift Financial

About Eddie Liang, CFP®

I’m a CERTIFIED FINANCIAL PLANNERTM and bring 17 years of experience in wealth management working with business owners and C-suite executives at Merrill Lynch and First Republic Bank. My experience and observations of industry practices led me to co-found Downshift Financial with my partner, Travis Hughes, to raise the bar on financial advice, to remove the bar on account balance requirements, and to keep a lid on fees.

I have a Bachelor’s degree in Economics with a minor in Russian from Pomona College. When I’m not with my wife, two kids and dog, I may be found improving my return of serve at the tennis courts, reading about personal finance, or playing board games with friends.

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Ideal Clients

  • Career Changers
  • FIRE (Financial Independence Retire Early)
  • Work/Life Balance

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $1500+/qtr

SEC Records

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