Eddie MacPhee, MSFS, CFP®

Senior Consultant

 

Prior to joining FP Transitions, Eddie spent 15 years at LPL Financial Services in various roles. As Vice President of Business Consulting, Strategic Relationship Manager, he covered the Midwest territory of Minnesota, Missouri, Wisconsin, and Iowa, focusing on helping advisors grow their business and ultimately directing owners toward a profitable exit strategy. 

 

In 2020, Eddie transitioned to Vice President, Practice Management Consultant and led the development, implementation, and execution of LPL’s comprehensive suite of succession and acquisition-related resources and solutions for advisors, branch offices, and Large Enterprises complexes. As a founding member of the LPL Practice Management Consulting Team, he contributed to the creation of the LPL Assurance Plan. 

 

Eddie earned his Bachelor’s degree in Finance from San Diego State University and Master’s degree in Financial Services from Boston University. He completed requirements for CFP licensure in 2012 and continues to expand his knowledge in the field with various certifications. 

 

When he isn’t working, Eddie is spending time with his son, playing flag football, or enjoying the sunset near his home in San Diego.