As an Edward Jones financial advisor in Rancho Bernardo, 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 grew up on a baseball field and now have grown to love volunteering and coaching with our local Little League. I love to see the looks on the kids' faces when we reach goals and they feel success! I find that coaching is my passion and I love to also coach my clients to push themselves to set financial goals, design strategies to reach their goals and provide defense to help protect the road to a work-optional retirement, getting their kids/grandkids to college or leaving a lasting legacy for their family.
My value proposition to you is: 1. Get to know what's important to you and your family. 2. Use an established process to develop a personalized strategy to help you achieve your goals, and 3. Partner together throughout your life to help keep you on track. I look forward to getting the opportunity to coach you and help you reach your goals!
I attended San Diego State University and graduated with a bachelor's degree in business administration-finance in 1995. Since then, I worked with Enterprise Rent-A-Car for 14 years, Farmers Insurance and Financial Solutions for five years, and then joined Edward Jones in 2014.
Originally from Plentywood, MT, I have lived in San Diego since 1990. My wife of 15 years, Cheryl, and I have a daughter, Camryn (10), and son, Jensen (8). My passion outside of work is my family. I also enjoy playing golf and volunteering and strengthening my local community of Rancho Bernardo.
My branch office administrator, Diane O'Kelley, and I have over 20 years of combined experience and are dedicated to providing you with the highest level of service possible.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so we can help you reach your financial goals.
I truly look forward to being of service to you!
- Insurance & Annuities
- Wealth Strategies
- Divorce Finances
- LGBT Finances
- Retirement Savings Strategies
- Special Needs Financial Considerations
Phone NumberJason S Polk at (858) 613-3604
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