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Eddie Albazi

Eddie Albazi

Founding Partner, Wealth Advisor

My 23-year journey in wealth advisory, I've been able to impact the lives of individuals and businesses alike. Starting out in Silicon Valley, I had the opportunity to work closely with some of the brightest minds in the tech industry, including executives and engineers. This experience was not just about managing significant assets; it was about understanding the aspirations and innovative spirit of my clients. It taught me the importance of customizing financial strategies to fit the unique contours of each individual's life and dreams.

Moving to Ann Arbor, Michigan, marked a significant shift in my focus towards employees in higher education. Here, I learned to navigate the nuanced financial landscapes specific to academia, from retirement planning to the optimization of benefits. The shift wasn't just geographical; it was about deepening my approach to financial education. I've always believed in the power of knowledge, and in Ann Arbor, I honed my skills in making complex financial concepts accessible and actionable for my clients.

My journey then took me to Chicago, where I began advising K-12 retirees and healthcare professionals. This diverse clientele introduced me to new challenges and reinforced the importance of a holistic approach to financial planning. Here, more than ever, I saw how financial well-being was intertwined with life's broader questions, from securing a comfortable retirement to planning for unforeseen health care needs. 

Over the years, my passion for education and a holistic financial planning relationship has been the cornerstone of my practice. Whether I'm working with individuals or businesses, my goal is to empower them with the knowledge and strategies they need to make informed decisions. This dedication to education has naturally extended to helping businesses and plan sponsors maximize retirement plans and benefits for their employees. The opportunity to impact not just individual lives but also the financial wellness benefits of organizations has been incredibly rewarding.

Working with organizations and plan sponsors has allowed me to leverage my diverse experience. I've been able to help organizations develop and implement retirement plans that not only benefit their employees but also align with the organization's goals and values.

I am grateful for the myriad of experiences that have shaped my advisory approach. From individual wealth management to employee benefit and retirement planning, the core of my work remains the same: a commitment to education, empowerment, and creating holistic financial solutions that enable clients and plan sponsors to achieve their financial wellness objectives.