Best Financial Consultant Oxnard Near Me

4worldlovers: My passion is helping and educating my clients as we work together towards a better future. I offer my clients customized financial guidance with a high level of personal service. The foundation of my business is the personal relationships that I have built with my clients, many of whom I consider dear friends. These relationships allow me to understand their needs and goals and to tailor solutions specifically to their situations.

I am fortunate to serve a wide range of clients, from individual investors to multigenerational families. I help servicemen and servicewomen transition from the military. As a Chartered Retirement Planning Counselor (CRPC), I am highly trained and equipped to help my retired clients navigate the complexities of their new lives. Many of my clients are also small business owners and young professionals with long-term goals. I am licensed in multiple states and can serve clients and their loved ones coast to coast.

Prior to joining Edward Jones, I worked as a university student support specialist and adjunct professor. I assisted adult online learners in achieving their dreams of earning a college degree. The role of financial advisor is the perfect combination of my past experiences, my passion for helping others and my lifelong interest in finance and investing.

Within the community, I am the president of my area Lions Club, an active member of the chamber of commerce and a volunteer with my children’s school district. My husband, a sailor in the United State Navy, and I have three young children. In my free time, I enjoy camping, crafting, bowling, football, baseball and spending time with family.