As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide.
The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, with the assistance of my branch office administrator, Brittnie Sisson, we work extensively in meeting the needs of individual investors by helping them map out long−term investment strategies
I began my financial services career in 1993 and have had the pleasure of serving my clients here at Edward Jones since 2004. During that time I have earned my AAMS® professional designation. I have one adult son, Dante, as well as my rescue dog, Audrey. In my off time, I am a classic car enthusiast. I currently own a four-time award-winning 1959 Ford Galaxie 500 Skyliner which has a retractable roof, as well as my two-time award-winning 1969 Ford Mustang and a 1968 Ford Ranchero. I was born in Southern California and moved to Carson City, NV in 1979.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
Phone NumberBill Planeta at (775) 841-6056
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