Total Wealth Group
Eddie Gonzalez is a Tax Associate at Total Wealth Group since January 2025, with prior experience as an Enterprise Account Manager at ProcurementIQ from September 2021 to January 2025, where skills in client retention and process improvement were developed. Earlier roles at Informa Financial Intelligence included Sales Executive and Client Relationship Supervisor, focusing on strategic sales plans and product roadmaps. Previous experience also encompasses positions at Bank of America as a Personal Banker, recognized among the top ten percent, excelling in customer relationships and sales goals. Eddie holds an MBA from California State University Channel Islands and a Bachelor's degree in Business Administration from California Lutheran University.
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Total Wealth Group
Total Wealth Group is a CPA & advisory service firm. Our team provides investment and wealth planning, tax planning and preparation, outsourced accounting & payroll services. We embrace technology to support clients both locally and throughout the United States.