Edward Bao Jr., CFP, AIF®

Edward Bao Jr. brings over four decades of financial expertise and a lifetime of passion for helping clients achieve financial confidence. His journey began on Wall Street at just 15 years old, starting as an intern and later thriving as a NYSE floor trader. In 2008, Edward transitioned from trading to wealth management, leveraging his market knowledge to guide clients through complex financial decisions.

Edward earned his Bachelor of Science in Accounting from Seton Hall University, providing a strong foundation for his career in finance. Today, as a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®), as a member of Buckman Advisory Group, he leads with a commitment to personalized, fiduciary advice. His approach combines technical expertise with a deep understanding of client goals, implementing strategies that build, protect, and preserve wealth for generations.

Beyond his work with clients, Edward has dedicated years to advancing financial literacy and community service. He served on the Financial Planning Association of New Jersey Board of Directors, leading Pro Bono and Financial Literacy initiatives. His efforts earned him the Volunteer of the Year Award (2019) and the Distinguished Service Award (2022) for his contributions to the FPA community and values.

“Financial planning isn’t just about numbers—it’s about empowering people to live the life they envision.”