As an Edward Jones financial advisor, I believe it's important to invest my time in understanding 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 to do.
I began my career with Edward Jones 26 years ago. I have served the firm as recruitment leader, inclusion leader, mentor, field trainer, member of the hiring team, systems solutions coach and guided solutions advocate. I am currently a mentor and the women's inclusion leader for the region.
Before my career at Edward Jones, I was department administrator for otolaryngology head and neck surgery at the University of California Irvine Medical School. Previous to this position, I was a manager of financial analysis, an economic analyst and statistician at Century Link.
I earned a master's degree in business communications from the University of Denver; a master's degree of telecommunications technology from the American Institute in New York; and a bachelor's, double degree, in counseling and religious studies from Regis University, Denver. I hold the Registered Investment Advisors and General Securities Representative registrations, along with a life/health insurance license.
My branch office administrators, Susan Bulsiewicz and Tina Richards, and I provide highly personalized services. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
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 business and their lives.
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Phone NumberDiane E Wegener at (949) 497-5349
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