Best Superannuation Consultant Ventura Near Me

4worldlovers: As a financial advisor, it is imperative that I understand what is important to you, so we can work together to turn your needs into specific, personalized financial goals. The process is easy to follow and allows us to create tailored solutions for you that can be refined over time as your life changes.

I began my career as a financial advisor in 1991 with FN Investment Center. I was recruited by Edward Jones in 2004 and have since had the pleasure of assisting individuals and families meet their financial goals including, preparing for retirement, retirement income strategies, life insurance, long-term care planning and estate and inheritance strategies.

As a lifelong resident of Ventura County, I enjoy volunteering in the community. I grew up playing softball and played for 32 years – my parents were my biggest fans. I am a diehard Dodger fan and enjoy attending a few games annually. I have an Australian Shepard, Lexi, that brings me much joy. I enjoy traveling and spending time with family and friends, many of whom began as clients. Throughout my career, I've enjoyed building strong relationships with my clients, attending many weddings, birthday parties, anniversary celebrations and other family events.

My senior branch office administrator, Jennie Loketi, handles client account service and daily office administrative tasks, which allows me to focus on solutions to meet your financial needs.