Edward Jones - Lafayette
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Lafayette, CA & Online
About
Your financial goals - that's what is important to me. As an Edward Jones financial advisor, I believe it's important to invest my time in fully understanding what you're working toward and ensuring we are doing everything we can to help you achieve those goals.
I enjoy helping people and my job provides me with the opportunity to help people save for retirement or college or that rainy day fund.
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Frequently asked questions
What is your typical process for working with a new customer?
I work closely with clients to understand their financial goals and then create a fgully personalized and customized plan to help them acieve their plan.
What education and/or training do you have that relates to your work?
BA, International Relations from UC Davis
MBA, Saint Mary's College
AAMS (Accredited Asset Management Specialist) certification
Services offered
Financial Services And Planning