Meet Edmund Maldonado Jr. CFEd®RFC®
Edmund holds professional designations for Estate Planning through the fraternal industry. His commitment to his clients has proven to be very rewarding as evidenced by The Monitor’s Readers’ Choice Awards. In 2002, he was granted the honor of being named the Senior Planner and Elder Care advisor of the year. He is esteemed in the financial industry and has been decorated by multi-billion dollar companies. He ranks in the top percent of planners and is highly regarded by his clientele and colleagues.
Edmund first became involved with assisting individuals in financial planning as a patient counselor at Rio Grande Regional Hospital from 1987 to 1994. He helped to coordinate with Utilization Review and Social Workers to ensure the best possible options for patients after their stay in the hospital. While working in this capacity he became very familiar with Medicaid guidelines. At this time a need for financial planning was recognized.
In 1994 Edmund began assisting clients with the best possible alternatives for Estate and Retirement Planning. Through various educational workshops and seminars he has pursued the most outstanding and beneficial techniques available for seniors. Including IRA Distribution Planning and Income Planning for Retirement.
When Edmund is not working in his area of specialization he enjoys volunteering his time to the Boys and Girls Club in his community. He has sponsored and helped coach several teams and has been acknowledged for his dedication and commitment to serve the needs of others. He currently serves as City Commissioner for the City of Pharr, also on the financial committee at his parish. He offers his time and services in activities, such as the summer religious program for the children in our McAllen & Pharr communities.