Edward Fulbright
CPA/PFS, CGMA
Fulbright Financial Consulting, PA
Chairman/CEO
Edward Fulbright
CPA/PFS, CGMA
Fulbright Financial Consulting, PA
Chairman/CEO
As a fee-only financial planner, our focus is to offer unbiased tax and financial advice to help you achieve your life goals. - Edward Fulbright, CPA/PFS, CGMA
Fee-Only Financial Advisor serving the Raleigh Durham, NC area.
Edward Fulbright is a Durham, NC fee-only financial planner. Fulbright Financial Consulting, PA provides comprehensive and objective financial planning, investment management, and financial coaching to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Edward Fulbright is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Edward Fulbright is the Chairman and CEO of Fulbright Financial Consulting, PA.
So, what do I do for a living?
I "help Entrepreneurs, Executives, & Professionals successfully handle Extraordinary Business and Personal Changes" by educating, guiding and inspiring them to increase their financial knowledge, their satisfaction with money, and alleviate the complexity of their finances.
I am a 20-year veteran of the financial services industry and a Certified Public Accountant (CPA), holding the Personal Financial Specialist (PFS) designation. Today, as a Professional Money Coach, I offer professional speaking, coaching and life-long financial, tax and investment planning through a Comprehensive Financial & Life Planning Program. I work with Teachers, Professors, Scientists, Dentists, Psychologists, Computer Technicians, Attorneys, Physicians, Entrepreneurs and Retirees of all kinds.
I take you to the next level by challenging you to discover what you really want your life and money to stand for, helping you to understand "how much is enough," to achieve your goals and align your investments appropriately. I help you develop a plan that reflects who you truly are to obtain the peace of you mind you want and deserve.
Because money cuts across all areas of life, as a fee-only ™ financial planner, I share with you my honest, sincere and objective opinions regarding your finances. I also share with you my 20-year perspective on the details of your money. I help you survive unexpected events and focus on the most important matters in your life, to ensure you are using your money efficiently and effectively.
And finally, I change your perspective on money what money is and how it works. I empower you to proactively the design the dream life you want to live and to deal with the financial changes which will inevitably occur in your life over the next five years, making sure you have a smooth, enjoyable ride on your Financial Freedom Highway ™.
My goal is give you the tools, knowledge, wisdom and inspiration to have the confidence that your goals are obtainable, and act as the primary resource for all of your financial needs.
How about you? What do you do for a living?
Edward Fulbright is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The use of audio tapes, seminars and the Mastering Your Money radio show provides reinforcement to your personalized plan.
Many people find dealing with their finances to be too complicated and frustrating. Many spend more time planning their family vacation than preparing for financial freedom.
We will show you how to reach your goal of financial freedom with the path of least resistance.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Tax Preparation Fed & States
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Edward Fulbright is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Edward Fulbright is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Edward Fulbright is a Certified Public Accountant (CPA)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Edward Fulbright is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Edward Fulbright earned the Chartered Global Management Accountant® (CGMA®) DesignationThe CGMA designation distinguishes professionals who have advanced proficiency in finance, operations, strategy and management. It is underpinned by extensive global research to maintain the highest relevance with employers and develop competencies most in demand. CGMA designation holders qualify through rigorous education, exam and experience requirements. They must commit to lifelong education and adhere to a stringent code of ethical conduct.
Contact Edward Fulbright
Office Locations:
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5302 NC Highway 55
Suite 104
Durham, NC 27713
