Edward Hadad CFP®
Clients appreciate Ed’s ability to make complex financial decisions feel understandable and manageable. Drawing on his background in accounting, investments, and financial planning, he provides thoughtful, practical advice that helps clients build wealth, reduce financial stress, and pursue their financial goals with confidence.
Ed joined FAM in 2020, drawn to the firm’s commitment to comprehensive financial planning and making high-quality advice accessible to clients. He quickly became an integral part of the team and became a partner in 2025, helping guide the firm’s continued growth. As a CERTIFIED FINANCIAL PLANNER™ professional, Ed believes financial planning should be clear, honest, and personalized. Whether clients are preparing for retirement, building wealth, navigating a career change, or planning for their family’s future, he takes the time to understand what matters most to them and develop a strategy tailored to their goals.
Ed’s insights have been quoted in MarketWatch, Financial Planning, and Moneywise, and featured on Yahoo Finance. He completed his CERTIFIED FINANCIAL PLANNER™ coursework through New York University and holds a Bachelor of Science in Business and Economics from Lehigh University, with a major in accounting.
Before joining FAM, Ed built a diverse career spanning accounting, finance, and nonprofit leadership. He began as an auditor with PricewaterhouseCoopers, later moving into controller roles at Credit Suisse and Natixis Capital Markets. He went on to work as a fundraising consultant to several nonprofit organizations and as Vice President of Development at the Institute for New Economic Thinking.
Ed is committed to giving back to both his profession and his community. He serves on the Board of Directors of the Financial Planning Association of Metro New York, supporting financial education and pro bono planning initiatives. He is also treasurer of his son’s Cub Scout pack and previously served on a mayoral advisory committee in the Village of Croton-on-Hudson.
Outside the office, Ed has traveled to more than 40 countries. A lifelong runner, he has completed three marathons and 20 half marathons. He has also appeared in several amateur Off-Broadway productions. These days, he spends much of his free time playing with his two young children, and doing all the work in his wife’s vegetable garden.