I have been a San Diego native for most of my life and have lived in many areas within SD County. I studied international business at SDSU and finance at National University (MBA).
I have been happily married to my wife, Claudia, for 28 years and together, we have three college-age children. I absolutely believe in higher education to give yourself a leg-up in a very competitive world and have heavily persuaded my children to follow suit.
I have been a registered and licensed financial advisor since 1998 and have worked for various brokerage firms, banks and insurance companies in my professional career. I truly enjoy educating people about financial matters and plan to retire in this field.
Since I had a taste of being an entrepreneur with Farmers Insurance, I have decided being an independent financial advisor with Edward Jones offers me the best of both worlds... Independence to guide clients based on their needs and not being tied to proprietary products or services.
I would be thrilled to hear what I can do to help you and your family achieve your goals. I welcome a phone call or e-mail to start a meaningful conversation about setting and reaching them.
Focus areas
- Portfolio Reviews
- Hispanic Family Finances
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Divorce Finances
- New Investors
Focus Areas
- Portfolio Reviews
- Hispanic Family Finances
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Divorce Finances
- New Investors
My Personal Interests
- Hiking
- Mountain Biking
- Traveling
- Car Restoration
- Camping
Personal Interests
- Hiking
- Mountain Biking
- Traveling
- Car Restoration
- Camping
Office Information
Office Address
4394 Bonita RdBonita, CA 91902 opens in a new window
Phone Number
Alexis L Aldaz at (619) 472-5726Branch Team
- Sarah Hunter
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Connect on Social
Branch Team
- Sarah Hunter
- Branch Office Administrator
Branch Team
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