Edward Fulbright
CPA, CGMA, PFS
Fulbright Financial Consulting, PA
Financial Advisor
Edward Fulbright
CPA, CGMA, PFS
Fulbright Financial Consulting, PA
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Edward Fulbright, CPA, CGMA, PFS
Fee-Only Financial Advisor serving the Raleigh Durham, NC area.
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 the country’s 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
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
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 the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Edward Fulbright
Office Locations:
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5302 NC Highway 55
Suite 104
Durham, NC 27713