Why DavidHe ran the numbers for corporations. Now he runs them for you.
Before joining ARA, David Edge spent 35 years in financial operations and executive leadership, including roles at Dollar Financial Group and Banco Popular. He served 12 years on FiSCA's national board, shaping compliance standards and regulatory policy across the industry.
That background gives him a perspective most retirement advisors simply do not have. He has been on the inside of financial institutions. He knows how they price products, where margins hide, and what "federally standardized" actually means. When he tells a client "Plan G is Plan G is Plan G, no matter whose logo is on the card," it carries the weight of someone who has seen the math from the other side.
David leads with numbers. When he found one family $2,500 in annual savings, the first thing Patricia said was that she was going on vacation. That is the reaction David works toward: not gratitude for his expertise, but real money back in your life.
"Plan G is Plan G is Plan G. It's federally standardized. I don't care who you buy it from, don't care what you pay for it, I don't care whose logo is on your card."David Edge, to a client worried about switching carriers
"I am a fiduciary. I will do you no harm. My job is to educate you on all your choices and help you do research."David Edge's self-introduction to new clients
