At the age of 7 and with a gift of $500 from my grandfather, I started my financial career by picking investments with my father. My first stock pick was Hershey's – what else would a 7-year-old pick? This gift taught me from a young age the importance of investing in your future and led me to where I am today.
For the last 17 years, I have had the privilege of partnering with clients to create deep, meaningful relationships that allow me to understand them and help work towards their financial goals. I took this position with Edward Jones because my personal goal is to make a difference in people's lives. The way I can do that best is by helping in an area that causes a lot of stress and anxiety to most: retirement and financial planning.
All of this starts with you. What is important to you? What goals do you have? What is your current financial situation? What are your passions in life? We have an established process that is the foundation for creating your personalized plan to accomplish your goals. We understand that every person's path is different and take that into consideration. We want this process to be stress-free and empower you to live a life where your money is working for you, not you for your money.
I have hand-picked my branch team members, Cheryl Rose and My Moore. Cheryl has over 40 years of experience in the financial industry and My brings 20 years of financial industry experience. I take great pleasure in knowing my clients are taken care of with the highest level of service by them.
Reaching your financial goals allows you to spend time on the things that are most important to you. For me, that is enjoying time with my wife of 31 years, Leah. We share a passion for traveling the world and have been to 19 countries so far. Leah and I have lived in Pleasanton since 1985 and were blessed with our two sons, Jordan and Spencer.
We look forward to learning what is important to you and so we can help you reach your financial goals as well.
- Charitable Giving
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
Phone NumberJeffrey R Bohn at (925) 225-1055
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