Edward Zolotarev
CPA, MST, CFP®, ECA

SENIOR FINANCIAL PLANNER

Currently living in: Philadelphia, Pennsylvania 
Hometown: Tashkent, Uzbekistan

Eduard is a CPA and CFP® with 10 years of experience in Public Accounting, specifically in high-net-worth tax compliance and planning. He started his career with Ernst & Young and has since worked at various regional and national firms, building deep expertise in tax and financial planning. 

Having immigrated to the US from Uzbekistan at age 10, Eduard’s journey from learning English as a second language to becoming a trusted financial advisor gives him a unique perspective in helping clients achieve their goals.

Get to know Eduard:

You can call me Ed Z. When I'm not working with clients, I love playing tennis and spending time with my dogs, Milo and Luna. I'm a huge music enthusiast - you'll find me listening to Nothing But Thieves, Linkin Park, J Cole, and Glass Animals. I'm fluent in Russian, am a Lord of the Rings superfan, and still fondly remember singing in my elementary school boys' choir.

 

The best piece of financial advice I’ve ever received is…

“A financial goal without a financial plan is a wish”