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 certified public accountant, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
In 2012, I began my Edward Jones career as a financial advisor in Mission Viejo. My inspiration comes from helping families stay on track with their financial goals so they can focus on spending more time with each other.
As a graduate of Central Washington University, I hold bachelor's degrees in finance and economics. Originally from Washington State, I moved to Mission Viejo with my wife and to start a family. With a young child at home and another on the way, I feel that it is more important than ever to have a strategy and revise that strategy regularly, as needed.
Active in the community, I am the president of the Mission Viejo branch of LeTip International and a former event planner and team captain of Relay for Life. I have also served as a volunteer assistant manager of a ReStore branch, a part of Habitat for Humanity.
Elzbieta (Elizabeth) Krupkowska, who is my branch office administrator, began her career with Edward Jones in 2018 and joined our team in March of 2020. She always strives to put our clients' interests first, offers excellence in customer service, etiquette, and timely response to issues. She and her family live in Ladera Ranch and they love to play, hike, and bike together. In her spare time, she likes to read books and cook.
Together, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
Phone NumberIan White at (949) 582-2270
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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