"You have to have money to make money." I grew up hearing this, believing investing was only for the "rich." It wasn't something my family did. As a first-generation college student, I am a proud graduate of Portland State University with a BA degree in business administration-finance. My experience and education taught me investing is for everyone! Whether you are a long-term experienced investor or brand new to organizing your finances, there is a need and I would be honored to partner with you in achieving your personal financial goals.
In 2008, I found my forever career with Edward Jones. I began as a branch office administrator, knowing my ultimate goal was to grow and eventually serve my own clientele. In 2017, I became a financial advisor. In order to better serve my clients, I earned my AAMS® designation in 2021.
As your financial advisor, my goal is to understand you. It's important to invest my time in understanding your goals before investing your money. We will create a personalized financial strategy that has a firm foundation in your beliefs and addresses your hopes for the future.
In 2015, I married my childhood friend, Fausto. We have three children, Jace, Elia and Esai. As Central Oregon natives, we love raising our children here. Our bilingual families are local, and we stay busy with big family gatherings and supporting our children in their sporting and dance events.
I stay involved in our community through the Redmond Chamber of Commerce, Toastmasters of Redmond and Redmond School events.
I would like to provide the answers to your questions so you can make informed, financially sound decisions. Together, we can build and protect a future for your family. Looking forward to hearing from you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Hispanic Family Finances
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Board Games
- Community Outreach
Phone NumberJessica Torres-Baltazar at (541) 548-7474
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