Best Investment Company Orange Near Me

4worldlovers: As your Edward Jones financial advisor, my primary goal is to listen to get an understanding of what is most important to you, your family and your loved ones. We will partner together to plan and help protect what you have worked so hard to achieve. Whether it's preparing for your retirement, protecting your family financially or paying for education, you need a strategy to help keep you on track and be ready for the unexpected. Let us help you handle your financial life so you can enjoy the things that matter to you most.

After attending California State Long Beach where I studied finance, I spent 22 years in Corporate America, including 20 years with one company, then joined Edward Jones in 2012 and opened my office in Orange Park Acres. I enjoy serving the community and the surrounding area, but advanced technology has allowed me to serve clients across the country.

As a born native of Southern California, my parents raised seven children and taught all of us to work hard, have faith and to keep a high standard of integrity and character in all that you do. I have been married to my wife, Sherri, for 24 years and we are raising four fantastic boys; four are currently attending college, and my youngest, who is 14, will still go with me to any sporting events in the area.

4worldlovers: Jeffrey and Katherine. Ages 52 & 48. Jeffrey and Katherine want to make sure that their investments are managed in such a way that the growth from their investments and the income from their current salaries will allow them to retire when Jeffrey reaches age 60. Jeffrey is an executive at an established, privately-owned technology company, and Katherine has recently re-entered the workforce.

Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.

We have chosen to be a fiduciary for all of our clients. This means that we are legally required to act in our clients’ best interest at all times. It’s the right thing to do.

We are a fee-only advisor. There are no sales quotas or hidden fees. We don’t receive commissions from sales. Our fees are transparent and easy to understand.

As a financial planner in Orange County, CA, we’ve seen through up markets, down markets, and sideways markets. We’ll put that experience to work for you.

By partnering with leading technology partners, we provide you with state-of-the-art financial planning and reporting, which you can access 24 hours a day 7 days a week.