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Eddie Fung
Senior Vice President, Investments
Biography
I am a Vice President of Investments in the Ontario office of Wedbush Securities. For over 22 years, I have advised individuals and families on financial and investment issues.
I pride myself on working with you in a straightforward manner, centering on goodwill, simplicity, and quality, not quantity. I am committed to a continuous dialogue that will work toward your goals. I am attentive to assist you in articulating your goals and concerns while thoughtfully developing strategies and solving complex issues. I am to be strategic to identify opportunities that address both your intermediate and long-term goals. I know that wealth may come in many ways— through hard work, life changes, or good fortune—but it may also bring uncertainty and anxiety. Because of this, I strive to become your and your family’s partner to help you build the future you desire.
I joined Wedbush in 2015, having worked in the financial services industry for nearly 20 years. For the first 17 years of my career, I was a corporate accountant before joining Crowell, Weedon & Company as a financial advisor in 1995. My leadership and expertise lead the company to extend a partnership invitation to me in 2009. I remained a partner for more than five years, until the firm was acquired by D.A. Davidson.
I am a longtime resident of Southern California, and currently live in Walnut, CA. I have been married to my wife, Bonnie, since 1980, and have one daughter and two sons. Outside of work, I enjoy basketball, soccer, and spending time with my grandchildren.
Attentive to assist you in articulating your goals and concerns
Thoughtful in developing strategies and solving complex issues
Strategic to identify opportunities that address both your intermediate and long-term goals
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
