As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward, what's most important to you and to understand you before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. We work as a partnership.
We also have thousands of people and advanced technology support from our home office so we can help ensure you receive the most current and comprehensive guidance. In addition, we also can work with your other trusted professionals (CPA, estate attorney, etc.) and develop a complete, tailored strategy to help you achieve your financial goals.
While growing up, I was fortunate to have a role model that taught me how to be independent and to have a mindset for success. Every day, I am grateful and it is my passion to help others succeed while doing what I love. Being financially stable and working on your long-term financial goals is important for everyone so that when the day comes that you want to take your working hat off and do what you love most in life, whether it may be traveling, spending more time with family or golfing (all of which I plan to do) you have the resources to do so.
My Personal Interests
- Wine Collecting/Enthusiast
Office Address299 W Hillcrest Dr 112
Thousand Oaks, CA 91360
Phone NumberChelsea L Henriod at (805) 852-7160
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