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Carl Edwards, MBA, MFIN, ChFC®, CPFA

Carl Edwards, MBA, MFIN, ChFC®, CPFA

Founder, Financial Advisor

Carl Edwards, MBA, MFIN, ChFC®, CPFA, has passed the Series 7, Series 66, and Series 63 securities industry exams. In addition, he has passed the Series 24 principal exam. He represents Cambridge Investment Research as an Investment Adviser Representative and as a Registered Representative. Carl is also a licensed insurance agent in Life, Health, Medicare Supplement, and Long Term Care insurances.  Carl is a Chartered Financial Consultant® and a Certified Plan Fiduciary Advisor.

Carl received a Master's of Finance, at Penn State University with a 3.84 GPA. Also, Carl received a Master’s in Business Administration, from the University of Phoenix. In addition to graduating with a 3.88 GPA, Carl was inducted into the Delta Mu Delta International Business Society for his academic excellence while completing his MBA. Carl graduated Cum Laude with a Bachelor’s degree from Lee University. While attending Lee he also received a minor in religion and was honored with numerous academic recognitions. Carl also is honored to be a member of the American MENSA.

Carl is a lifelong resident of North Carolina. He is married to the love of his life, Sofia. Together they share a common faith in Jesus Christ and strive to make Him the center of everything they do in life. They have four wonderful children including three sweet boys and a sweet beautiful little girl.  Carl’s hobbies include musical instruments, outdoors, and various sports.

NAPA Certified Plan Fiduciary Advisor (CPFA)