Edward D. Fulbright, CPA, PFS
cHAIRMAN & CHIEF EXECUTIVE OFFICER
Professional Certifications
Ed, a licensed Certified Public Accountant (CPA) also holds a Professional Financial Specialist (PFS) designation in addition to being a registered investment advisor.
Client Focus
Ed is responsible for client development, fee-only financial planning and investment advisory as well as tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.
As fee-only financial advisors a customized approach is utilized to help clients achieve their financial goals. Although technology plays an important role in delivering services to clients, we maintain a personal approach to serving clients by conducting meetings and providing checklists and resources to help clients gather critical data, focus and plan.
Professional Career Experiences
While in college Ed served as an Accounting Intern at an international financial institution as well as a national insurance company and a "Big Four" CPA firm.
After graduating with a degree in Accounting, he served as a Senior Auditor for the same "Big Four" CPA firm, where he managed many diverse audits from cotton mills to mutual funds to non profits. Before founding his companies, Ed served as a Financial Analyst at a multinational technology company that designed, developed and sold computer software and hardware.
Current roles and volunteer contributions
Ed is the current Chairman & Chief Executive Officer for three operating enterprises he founded, Fulbright & Fulbright, CPA, PA (Est. 1986); Fulbright Financial Consulting, PA (Est. 1995) and Fulbright Knowledge Alliances, Inc. (Est. 2003).
In addition to being actively engaged in his firms Ed is the host and producer of the syndicated weekly financial radio show, “Mastering Your Money™” and contributes regularly to articles/books, conducts lectures/seminars and serves on boards, including a national credit union.
Contact
If you are ready to engage with Ed and his team of proactive advisors, feel free to contact us to book an appointment ~ (919) 544-0398.