As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what's important to you before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing. Whether you're planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most, we work together to develop specific strategies to help you achieve your goals. We also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. In addition, we welcome the opportunity to work with your CPA, attorney and other professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy for you and your family.
Our Branch Team
I graduated with a Bachelor of Science in accounting and business administration. I began my career in the financial industry in 2010 after enjoying a full-time job as a mom for many years when my girls were little. I have been married to my husband, Ramez, for over 21 years and we have two girls in college and a German shepherd. I believe that giving back to the community is what makes where we live a great place. I am an active member in my community and church where I volunteer in homeless service, McDonald house and serve kids with special needs and their families.
Elizabeth (branch office administrator) and her husband live in Coto de Caza with their four kids. They relocated from Arizona in 2017 and have enjoyed exploring local beaches, museums and amusement parks. This keeps them busy when they're not running all four kids to high school and club soccer events.
We value personal relationships based on understanding your unique financial needs - contact our office for a complimentary retirement plan or portfolio financial review.
My Personal Interests
- Community Outreach
- Spending Time with Family
Office Address22342 Avenida Empresa
Rancho Santa Margarita, CA 92688 opens in a new window
Phone NumberJacqueline Shohdy at (949) 858-1006
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