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Home » Our Firm » Eddie Zavala

Eddie Zavala, AIF®, RICP®

Vice President, Investment Advisor Representative

Family: Eddie was born in Honduras and enjoys visiting family and relaxing at beaches like Roatan and the mountains around Tegucigalpa.

Duties & Responsibilities at Teamwork: Eddie works diligently with clients to create an integrated plan consisting of tax-efficient, legacy and financial strategies with the goal of providing a game plan for life.

Education: Eddie graduated from East Carolina University in North Carolina with a bachelor’s degree in economics in 2012. He holds the Retirement Income Professional (RICP®) and Accredited Investment Fiduciary (AIF®) designations and has passed the Series 6, 63 and 65 securities exams. He has his life and health insurance licenses.

Background: While a student at East Carolina University, Eddie turned around a struggling company as president of Coastal Carpet Cleaners. Through this experience, Eddie learned how to build a great business through hard work and dedication at an early age. After selling Coastal Carpet Cleaners, he started his career in the financial world in order to feed his passion for helping others make informed decisions for successful retirements.

Complimentary Report
"The Social Security Decisions”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

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By contacting us, you may be offered information regarding the purchase of investment and insurance products.

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about our firm
Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
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ADV Part 1 Part 1 - 3_17_2022.pdf
ADV Part 2 Part 2A - TWF - 3_4_2022.pdf
ADV Part 3

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The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of investment and insurance products in the future.