Eddie Liang, CFP® Downshift Financial

- Virtual, Boulder, CO 80305
- (720) 515-5662
- rqqvr@qbjafuvsgsvanapvny.pbz
- http://www.downshiftfinancial.com/
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.
Ideal Clients
- Career Changers
- FIRE (Financial Independence Retire Early)
- Work/Life Balance
Ways Advisor Charges
- Quarterly Fee
Fee Options
- Quarterly Fee: $1500+/qtr