Ed Rusnak, MBA

About Edward Rusnak

“Our goal is to help successful business owners, real estate owners, executives, professionals and individuals achieve their financial goals and lifetime dreams. We do this by creating comprehensive financial plans and implementing solutions that meet their unique family needs and objectives”- Edward C. Rusnak, MBA

A Business Intelligence Institute¹ member within Osaic Wealth, Ed has counseled high net worth individuals, families and business owners in areas of retirement planning, investment planning and asset management, estate planning strategies, charitable gifting and business owner planning. He works with his client’s attorneys, accountants and other advisors implementing strategies that help to achieve their goals in the most tax efficient and cost-effective manner. As a member of CLC Inc. and the Association of Financial Educators, he is a sought-after speaker on various financial planning topics.

¹The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.