Best Financial Consultant Concord Near Me

4worldlovers: Eleven years ago, I began my career as a financial advisor, building my Edward Jones office in Concord, CA. Prior, I was an NFL football coach, serving as a defensive assistant for four years with the Cleveland Browns and one year with the Oakland Raiders.

One of the things I enjoyed about coaching was the planning element. Thoroughly preparing for both what you expect to happen as well as for the unexpected events. Preparing in a way so a successful outcome can happen in both scenarios. As a financial advisor, working hard for and closely with my clients to assist them in achieving their desired results, the items that matter to them the most, and doing so in various market environments, brings me great purpose and joy.

I graduated summa cum laude from The Ohio State University with a degree in finance while also completing a coaching internship with Ohio State Football. In 2014, after completing a 12-module program, I earned the AAMS professional designation. Continuing to enhance my knowledge remains important to me and in 2018, I earned my CFP certification. In 2022, I furthered my acumen by earning the CAP designation. This training program provides information on how to maximize the impact of charitable giving, making a difference in communities and even the world at large.

Throughout my career, I have embraced a spirit of partnership to the firm and my colleagues, serving in roles as a mentor and trainer, and currently as the leader responsible for the new future financial advisors we hire here in the East Bay. In 2020, I was the sole recipient of our region's Spirit of Caring award.

Experiencing various cultures, neighborhood dynamics, and the food, here in the Bay Area and in travel destinations globally, is something I have always enjoyed. During the pandemic, I became quite the chef/baker, making my Italian mamma very proud. To my surprise, cooking has served to be a good stress relieving activity for me, along with exercising, as I try to hold onto my youth. My exercising hobby pairs nicely with my cooking (eating) hobby.

4worldlovers: Service will be available again on July 9th, 9 a.m. CT.