EDNA J - Key Persons

Feel free to contact Edna using the form below. All email correspondence is strictly confidential. Addresses are never shared or sold. As an independent fee-only financial consultant, Edna brings over two decades of experience in the financial services industry to offer her clients unique solutions to financial planning. She offers objective financial advice and education, specializing in personal cash flow and retirement strategies, customized to individual needs. Edna's mission is to empower individuals and to make a positive difference in their lives through objective financial advice and education. She believes that informed decision making at every stage of one's life is critical to a comfortable financial future. Edna Thompsen earned the Certified Financial Planner(CFP®) designation in 1990. She is a member of the Houston Estate, Financial Forum (HEFF), and the Better Business Bureau (BBB). Edna has also earned the Certified Senior Advisor (CSA) designation, Accredited Investment Fiduciary (AIF®) and the Certified Divorce Financial Analyst (CDFA™). Edna has taught classes on various financial topics at local colleges and has been a featured speaker to organizations such as Rice University and JPMorgan Chase. She has also contributed various financial articles to local publications.