As a financial advisor, my primary objective is to partner with our clients on a personal level so that I can understand their unique goals, implement a plan that allows them to achieve those goals and develop a long-term relationship to help ensure that they stay on track towards their objectives, while maintaining a level of trust and support needed for every life event along the way. Whether you want to save for a child's college education, mitigate risk for the unexpected, save towards a big purchase, address estate considerations, or plan for retirement, I can help you get there. We have built our business by treating our clients as we would want to be treated, a simple idea that will never go out of style.
I work with people from all walks of life, though I primarily focus in working with construction and sales professionals, as well as small business owners who want to achieve a sense of confidence in their own and their family's financial future. I use an established process to understand what is important to my clients, and to implement tailored solutions that fit their unique goals. As the world continues to change around us, everyone's situation and plans continue to evolve as well. The relationships that I build with my clients allow me to partner with them as we navigate life's hurdles every step of the way.
I graduated from CSU, Chico with a degree in business management and a minor in small business management and entrepreneurship. I spent most of my early career in construction management where I had the opportunity to work closely with clients and trade partners to meet client's project goals. I apply this same level of service with my clients at Edward Jones while acting as their financial advisor, to help them achieve both their short-term and long-term aspirations. By utilizing the phenomenal resources Edward Jones has available, from our research analysists focusing on quality investments, to the state-of-the-art technology and tools we have, I can focus on my client's individual needs and take a holistic approach to their financial picture to ensure nothing is overlooked.
If you feel that my team and I can be a resource to you in any way or if you have any questions, please don’t hesitate to reach me at (949) 640.6400.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Real Estate
- Scuba Diving
Phone NumberDaniel A Stellini at (949) 640-6400
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