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Details

Making Sense of Investing

General Info

My primary purpose at Edward Jones is to help individuals develop their investment strategies. Whether they intend to save for retirement, education, prepare for the unexpected, create an estate or set up a business retirement plan, we offer solutions tailored to their specific financial goals.As a previous business owner, I understand the daily toil of keeping your business profitable and growing, taking care of your family, your employees and your community. I attended the University of California at Berkeley and Whittier College of Law. My education and long-term business acumen gives me the opportunity to present different perspectives to my clients.My spouse, Ed, our daughter, YoYo, and I, have lived in the community since 2018. We have been active in civic affairs for years, volunteering with Feed My Children and Mesa Community College. I am also of member of Los Abogados and the Hispanic Chamber of Commerce. I am pleased to say I am fluent in Spanish.As an Edward Jones financial advisor, I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family. I look forward to working with you.

HoursOPEN NOW
Regular Hours:
Mon - Thu
Fri
Sat - SunClosed

Contact Info

Phone:

Main - 480-753-7664

Address:
8950 S 52nd St Ste 209 Tempe, AZ 85284
Email:

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Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services
Brands
Tempe Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker
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