Edward J. Santos received his Certified Financial
Planner TM designation from the College for Financial
Planning. He also holds a Treasury card as an Enrolled
Agent, awarded to him by the Internal Revenue Service.
Ed also is a Certified Practitioner of Taxation. Ed is an
active member of the National Society of Tax Professionals, the
Institute of Management Accountants, and a charter member of the
Weston Chamber of Commerce. Additionally, Ed holds licenses as
an Licensed Florida Insurance and Real Estate Broker in Florida.
Ed has been employed as an Auditor, Assistant Treasurer, and
Comptroller for large public corporations. Since 1961, Ed has owned
and operated his own Accounting, Tax and Financial Planning firm.
His office is currently located in Davie, Florida.
Originally from Brooklyn, New York, Ed moved to South Florida with
his family in 1955. He graduated from Miami Edison Senior High
School, the University of Miami and the College For Financial
Planning.
Ed and his wife Patricia are actively involved in the South Florida
community. They have 4 adult daughters and 9 grandchildren who
live in South Florida. Ed is a member of Saint Mark Catholic Church,
and its Men’s Club, The Knights of Columbus, Various Homeowners
Associations, Cancer Research Programs, The Catholic World
Missionaries and The Save the Children Foundations.
Santos Associates, FEDERALLY AUTHORIZED TAX
PRACTITIONERS, can help you with your accounting, tax
and financial planning needs. Call today for an appointment &
consultation. We are not attorneys, we can refer competent
council upon request.
CFP® , CPTX, EA
Member, Associated 45 years
- Certified Financial Planner TM
- Certified Practitioner of
Taxation
- Enrolled Agent
- Licensed FL Insurance
- Real Estate Broker
FEDERALLY AUTHORIZED TAX PRACTITIONERS
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