Edgar Gonzalez ChFC®, CFP® in

Edgar Gonzalez ChFC®, CFP®

Examiner · DISC type sc
Financial Advisor & Financial Services Manager at Foster Financial Group
📍 Austin, Texas, United States

Edgar Gonzalez is a Financial Advisor at Foster Financial Group specializing in retirement distribution and estate liquidity planning. Holding both CFP® and ChFC® certifications, he builds optimized client portfolios and is a graduate of The University of Texas at San Antonio. He also created his firms fee-based planning system.

Outside of work, Edgar is passionate about helping clients achieve their financial goals. He enjoys spending time outdoors, playing golf, and being with friends and family. His personal posts show he is a proud and supportive brother, consistently celebrating his familys successes.

He personally designed and implemented a new fee-based financial planning system for his firm to provide additional client benefits.

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Experience
7 Years
Current Role
Financial Advisor & Financial Services Manager
Job Level
Middle
Location
Austin, Texas, United States
Personality Overview

How Edgar shows up

Overcautious
Tough To Convince
Unexpressive

The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Edgar cares about

Retirement Planning
His professional focus is on retirement distribution planning, with a passion for helping clients live comfortably in retirement.
Estate Liquidity
A primary area of his expertise involves managing and planning for the estate liquidity needs of his personal and business clients.
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Career

Work history

3-2021
Financial Advisor & Financial Services Manager
Foster Financial Group
12-2018 - 3-2021
Financial Representative
Northwestern Mutual
5-2018 - 9-2018
Financial Planning Intern
Foresters Financial
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2014 - 2019
Finance
The University of Texas at San Antonio
ChFC®
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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