Meet Eddy
Gifford, CFP®
Eddy Gifford is a CERTIFIED FINANCIAL PLANNER™ professional committed to helping clients navigate the complexities of their financial lives with confidence. Drawing on years of experience in wealth management and a passion for clear communication, Eddy partners with individuals, families, and business owners to create strategies tailored to their unique goals.
As a fiduciary, Eddy is obligated to put your interests first, providing guidance that is objective, transparent, and centered on you.
When he’s not helping clients achieve their vision of financial freedom, you’ll find Eddy enjoying time with family, exploring new travel destinations, and staying engaged in professional development.
Credentials & Memberships
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Member, XY Planning Network
Fiduciary Financial Advisor
Why Clients Choose Eddy
Straightforward, jargon-free advice
A commitment to personalized planning
Transparent, fee-based services
Empower your financial future with clear, personalized guidance at every stage of life.
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DISCLAIMER:
Accessibility Statement for Individuals with Disabilities
Advisory services offered through TACTIVE ADVISORS, LLC, a Delaware limited liability company.
We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Form ADV Part 2 - Disclosure Brochure
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