As your Edward Jones branch team, we believe it's important to invest our time to understand what is most important to you and to know what you're working toward before you invest your money. Our firm is built on the belief that the best way to do business is on a 1-on-1, personal basis. We have an established process to build personalized strategies to help you reach your goals. And we will partner with you throughout your life to help keep you on track.
I grew up watching my father work at Edward Jones, helping people plan their financial future so they could realize their dreams. Witnessing him affect so many lives for the better over the past 25 years has instilled in me a commitment to motivate my clients to take control of their finances so that they can maximize their investments and financial freedom.
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.
In addition, we welcome the opportunity to work with your attorney, CPA and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. My team includes an exceptional branch office administrator, Brennan Coyle, who excels in client service. Brennan has worked in the financial services industry for nearly 10 years.
I attended California Lutheran University and graduated with a bachelor’s degree in business administration. I am an Ambassador for the Costa Mesa Chamber of Commerce and am very involved in my church.
I live in Costa Mesa and when I have some free time, you can find me at the gym or spending time with my beautiful nephew and niece, Maverick and Sedona.
If you ever want to discuss what this partnership would look like, please call my office to set up a complimentary consultation to discuss how I can help you achieve what is most important to you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Personal Fitness
- News & Media
- Movies & Entertainment
Phone NumberChelsea M Peterson at (714) 557-8725
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