I have a background in consulting, business development and market research. I graduated from the University of Texas at Austin and hold a degree in chemical engineering and an MBA from University of Houston.
After being a client of Edward Jones for over nine years, I joined the firm as a financial advisor because I learned to appreciate helping people with investments as well as the firm's client-focused attention. Although I enjoy helping all clients, my targeted areas are business owners and independent contractors, who likely do not have the benefit of an employer-sponsored plan, as well as workplace retirement plans.
My clients focus on building their business while I focus on helping them achieve their financial goals. Additionally, given that I am fluent in Spanish, I welcome the opportunity to assist Hispanic clients who may be more comfortable with speaking their native language.
Besides getting to know my clients in such a way that I provide the most customized financial strategy for them, my other passions are travel, wine tasting and community outreach. As such, I currently serve on the board for a non-profit called Hands4Hope LA and support various other organizations.
Focus areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Socially Conscious Investing
- Special Needs Financial Considerations
- Hispanic Family Finances
- New Investors
Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Socially Conscious Investing
- Special Needs Financial Considerations
- Hispanic Family Finances
- New Investors
My Personal Interests
- News & Media
- Traveling
- Wine Collecting/Enthusiast
- Art & Theater
- Community Outreach
Personal Interests
- News & Media
- Traveling
- Wine Collecting/Enthusiast
- Art & Theater
- Community Outreach
Office Information
Phone Number
Guillermo A Saade at (310) 477-6327Branch Team
- Nina Flores
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Nina Flores
- Branch Office Administrator
Branch Team
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