Christine T Cao

Christine T Cao

8037 Greenback Lane Citrus Heights, CA 95610 call Christine T Cao at (916) 722-9579
Request an Appointment

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. 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 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. I 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, I am dedicated to providing you top-notch client service.

I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, I can help you develop a complete, tailored strategy to help you achieve your financial goals.

While maintaining a balanced work life, I am a mother to two amazing boys, Christian (6) and Mason (2). During my off days, you can catch me hiking on nature trails, attending yoga and pilates classes, taking trips to the ocean and learning how to play golf.

I chose to be a financial advisor because I was inspired to learn how to help myself and inspire others to be prepared for whatever journey life takes them on. I decided I was going to learn how to take care of myself financially and then teach others how to do the same.

With that said, I would love to have the opportunity to get to know you and understand what is most important to you and help you achieve your goals.

Office Information

Office Address

8037 Greenback Lane Citrus Heights, CA 95610

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed
Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More