Edward Aaron Kofman

Current Employers

Employment History

• 11/1989 → 06/2023
  Royal Alliance Associates, Inc.
  Hayward, CA
• 03/1986 → 09/2023
  Cal Cap Planning, Inc.
  Hayward, CA
• 06/2023 → Present
  Osaic Wealth, Inc
  Hayward, CA
• 09/2023 → Present
  Leading Edge Financial Design
  Alameda, CA

Other Businesses

1. ALAMEDA MEALS ON WHEELS BOARD MEMBER POSITION: Board Member - NATURE: Non-Profit - INVES RELATED: No, NUMBER OF HRS: 5 SEC HRS: 5 START DATE:01/1/1990 ADDRESS: P.O. Box 2534, Alameda CA 94501; DESCRIPTION: Member of the board of directors, serve on the finance committee. Monitor investment funds and consult with outside advisor. I participate discussions, but investment decisions are determined by vote of the committee. 2. ALAMEDA BOYS AND GIRLS CLUB BOARD MEMBER POSITION: Board Member NATURE: Non-Profit - INVEST RELATED: No, NUMBER OF HRS: 5 SEC HRS: 5 START DATE: 1/1/1990; ADDRESS: P.O. Box 1069, Alameda CA 94501 DESCRIPTION: Member of the board of directors serving on a variety of committees 3. ALAMEDA COMMUNITY FUND BOARD MEMBER POSITION: Board Member^President - NATURE: Non-Profit - INVEST RELATED: No, NUMBER OF HRS: 5 SEC HRS: 5 START DATE: 1/1/2000; ADDRESS: P.O. Box 1273, Alameda CA 94501 DESCRIPTION: President of the Board of Directors. Conduct meetings, represent the organization, serve on a variety of committees, including the finance committee that monitors the investment funds of the foundation and consults with an outside investment advisor. Investment are decisions determined by committee. 4. EDWARD KOFMAN - TEMPLE ISRAEL OF ALAMEDA FOUNDATION POSITION: Board Member/Treasurer - NATURE: Non-Profit - INVEST RELATED: No, NUMBER OF HRS: 5 SEC HOURS: 5 START DATE: 1/1/2000; ADDRESS: 3183 Mecartney Road, Alameda CA 94502 DESCRIPTION: Board Member and Treasurer. Prepare financial statements, vote on issues related to foundation governance and operations, including monitoring foundation investments with the investment committee. 5. WEDDING OFFICIANT POSITION: Wedding Officiant NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2014 ADDRESS: 1701 Cornell Drive, Alameda CA 94501, United States DESCRIPTION: I was ordained through the Universal Life Church on 12-24-2014 to officiate at weddings for family and friends. I may officiate at weddings of investment clients 7. EDWARD KOFMAN - FINANCIAL EDUCATOR POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2010 ADDRESS: 2447 Santa Clara Avenue, Suite 203, Alameda CA 94501, United States DESCRIPTION: Educator on financial issues Presenting seminars (sometimes for a fee) on topics such as budgeting and debt management (non-investment related). Seminars are presented in an educational format, not a sales format. Opportunities for educational seminars on investment topics may arise and if so, only pre-approved materials like Forefield will be used 8. LEADING EDGE FINANCIAL DESIGN/EDWARD KOFMAN-FIXED INSURANCE SALES POSITION: Other - Edward A. Kofman and Agent of Leading Edge Financial Design NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/1986 ADDRESS: 2447 Santa Clara Avenue, Suite 203, Alameda CA 94501, United States DESCRIPTION: Providing clients with fixed insurance products, including, but not limited to term insurance, permanent insurance, fixed annuities, long term care, disability insurance, approved group annuities 9. LEADING EDGE FINANCIAL DESIGN/EDWARD KOFMAN- MARKETING NAME: Other- Agent of Leading Edge Financial Design/ Edward Kofman NATURE: Sole Prop INVEST RELATED: Yes NUMBER OF HOURS: 200 SEC HOURS: 200 START DATE: 09/25/2023 ADDRESS: 2447 Santa Clara Avenue, Suite 203, Alameda, CA 94501. DESCRIPT: Leading Edge Financial Design is the marketing name I am using as a sole proprietor in marketing myself as providing financial products and consulting to clients. Securities, investment advisory services and some insurance products are provided as a representative of Osaic Wealth, Inc. Other insurance products are through Leading Edge Financial Design/Edward Kofman

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-05
• S63 Uniform Securities Agent State Law Examination
  1990-03-16

Designations

Other Names

• Edward Aaron Kofman
• Edward Aaron Kofman