Best Financial Planner Moreno Valley Near Me

4worldlovers: I have been a financial advisor for over 30 years, and I am grateful to have spent the last 20 years with Edward Jones. I'm blessed to be entrusted with the responsibility of developing personalized financial strategies tailored to my clients' individual needs and goals.

Since 2001, we (myself and Ed, my senior branch office administrator – along with Michele and Laureen) have worked with clients from all walks of life, both individuals and corporations. Many clients have become dear friends. Our team shares a mission to positively impact the lives and financial well-being of those we serve, especially including their families.

We strive to understand what’s important to you, taking the time to listen to you and partnering to help accomplish your long-term financial goals. Choosing our team not only gives you access to individualized guidance; we also partner with our clients' tax professionals, CPAs, attorneys, fiduciaries and other finance-related professionals who, like us, are dedicated to providing highly-personalized service.

Outside of my Edward Jones career, I've lived in Moreno Valley for the last 31-plus years and have been married to the love of my life, Vicki, for 37 years. I've previously served on the board and later president of the M.V. Hispanic Chamber. In addition to the MVHCC and Boy Scouts, and various youth sports – I was previously a member of Rotary Club and still an active participant in the Moreno Valley Chamber.