Preparing You To Meet Your Financial Goals
Everyone has a unique set of financial circumstances and specific needs. We can work with you individually to create a plan for the present and the future.
Serving Individuals and Businesses
Our Specialty
Ed de la Rosa, President
FINANCIAL ADVISOR, CERTIFIED FINANCIAL FIDUCIARY®
Ed de la Rosa, CFF, is the founder of Solid Ground Financial, a financial advisory firm helping pre-retirees and retirees gain clarity and confidence in their financial futures through sustainable retirement plans. As a financial advisor specializing in retirement income and tax planning, he works closely with clients to identify areas where they are unnecessarily and unknowingly losing money and implement strategies that “make the money work” for them instead.
With more than 30 years of industry experience, de la Rosa focuses on helping people save money in four primary areas: taxes, education, capital purchases (including housing) and qualified retirement plans. By evaluating an individual’s rate of return, annual savings rate, age and lifestyle, he can help them better understand when and how to retire, and where their income will come from.
de la Rosa is a Member of Ed Slott’s Master Elite IRA Advisor Group, an organization of financial professionals dedicated to the ongoing education and mastery of the latest retirement tax laws. He proudly serves as a Certified Financial Fiduciary®, embracing a higher standard in serving his clients’ best interests. In addition, de la Rosa is a Circle of Wealth® Master Mentor, Council of Financial Educators Ins.