Edward T. “Ed” Motley, ChFC®, CLU®, is a Financial Professional with Sagient, serving individuals, families, professionals, and business owners throughout Southern California. With more than 30 years of experience in the financial services industry, Ed specializes in developing personalized financial strategies that help clients build, protect, and preserve their wealth while preparing for retirement and life’s unexpected events.
Ed provides guidance in wealth management, retirement planning, investment strategies, life insurance, disability income protection, annuities, and long-term financial planning. He takes the time to understand each client’s unique goals and develops customized solutions designed to provide confidence, financial security, and long-term success.
As a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®), Ed combines advanced financial planning knowledge with a commitment to educating his clients so they can make informed financial decisions. His approach is centered on building lasting relationships through personalized service, thoughtful planning, and ongoing support.
Ed attended the United States Military Academy at West Point, and he is proud to support the military and veteran community by helping service members, veterans, and their families create financial strategies that protect what matters most while preparing for the future.
Services Include
- Financial Planning
- Retirement Planning
- Investment Strategies
- Insurance Strategies
- Risk Management
- Life Insurance
- Disability Income Insurance
- Health Insurance
- Group Life Insurance
- Group Health Insurance
- Fixed Annuities
- Life Settlement Consulting
- Estate Planning Referrals
Designations, Licenses & Affiliations
- ChFC® – Chartered Financial Consultant®
- CLU® – Chartered Life Underwriter®
- FINRA Series 6, 7, 24, 63 & 66
- United States Military Academy at West Point (1982–1986)
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