“My passion is seeing clients realize that they clearly understand their financial goals, and then help them navigate the options to achieve them.”
Eddie Arnold joined TriOak Financial Group in 2013 and is committed to cultivating deep relationships in order to better serve each client. He and his team strive to listen to each client’s individual needs and find solutions that will fit their unique situation. He has been in the financial services industry for over 9 years and is a member of the Financial Planning Association.
Eddie is a CERTIFIED FINANCIAL PLANNER™ professional and loves to assist individuals and families craft financial plans to better prepare for life’s challenges. His goal in every conversation is clarity and transparency.
As part of his commitment to serve, Eddie, his wife, Laurie, and their two daughters are active members of Crestwood Baptist church in Kountze, Texas. Eddie is a member of the Rotary Club of Beaumont, Texas since 2019 and served in the United States Marine Corps from 1996 until 2004.
Eddie is a Registered Representative of SagePoint Financial, Inc., Member FINRA/SIPC. He holds the following registrations and professional designations:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Securities License Series 7, 66, 24, 53
- State of Texas Group 1 Insurance License