I am a financial advisor for a select group of financially responsible pre-retirees and retirees who may be striving to attain a work-optional life style, among other goals. Edward Jones has developed and refined a process to put all the pieces of the puzzle together by understanding what's important to you, developing strategies tailored to help you reach your goals. We will partner with you throughout your life to keep your goals on track.
I live in Aurora with my wife, Teresa. We love to travel to new places. I enjoy golfing and biking, and like to garden. I also work with local civic and community organizations like Rotary International, Optimist International and Lions International, and serve on the advisory board of the Salvation Army.
I have been with Edward Jones since July 1998 and with Echo Bay Mines from July 1995 to December 1997. I founded Laser Care Inc. in October 1994 and was with them until July 1995. Prior to that, I worked for Cyprus Amax Mining between July 1982 and October 1994.
My education history includes an engineering degree at the Indian Institute of Technology, Kharagpur where I earned a bachelor of technology with honors in mining engineering. I completed graduate degrees at the University of Nevada, Reno and the University of Phoenix, where I received an MBA.
In my practice I focus on strategic goals for retirement income and charitable giving, and work with business owners and entrepreneurs.
I earned my CFP® certification in 2011.
Office Information
Mailing Address
P O Box 440799Aurora, CO 80044
Phone Number
Ev Sequeira at (303) 751-1841Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 02:00PM |
Sat | Closed |
Sun | Closed |
Branch Team
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