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Managing Partner, Money at Work, LLC

Wealth Advisor, RJFS

EDWARD.METZ@MONEYATWORKLLC.COM

 

Ed is the founder and president of Money At Work, LLC and serves as a Registered Principal at Raymond James Financial Services, Inc. He has more than 30 years’ experience in the financial field having worked in CPA firms as well as the corporate world.

Ed uses his analytical skills and investment management expertise to help his clients identify and work toward their financial goals by serving as their “PERSONAL CFO.”

Ed is a CERTIFIED FINANCIAL PLANNERTM professional, Certified Public Accountant and a Personal Financial Specialist. He’s a former member of the ARC/Morris Foundation Board of Directors, the Finance Committee of St. Matthew the Apostle Parish in Randolph and the Randolph and Morris County Chamber of Commerce. Ed has also coached Randolph recreation basketball and softball. As an elected member of the Randolph Township council, Ed was appointed mayor in 2009. He is a former chairman of the Randolph Township Economic Development Committee.

Ed grew up in Rockaway Township, attended Morris Knolls High School, and graduated from Rutgers in 1979. A lifelong Morris County resident, he has lived most of his adult life in Randolph. He and his wife, Nancy, have a daughter, Erica, a graduate of Bentley University in Waltham, MA and a CPA in Boston. Ed is a member of Rockaway River Country Club in Denville and enjoys golf in his spare time.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.