At Edward Jones, we have built our business by treating our clients as we would want to be treated. As a financial advisor, my goal is to help my clients be smart with their money.
We partner with you to organize your finances and prioritize financial goals. We strategize and recommend tailored solutions based on what's most important to you.
We welcome the involvement of your certified public accountant (CPA), attorney and other professionals to address the entire scope of your family wealth plan.
Our comprehensive process enables our clients to focus on key financial concerns: retirement income, mitigating taxes, wealth transfer, asset protection and charitable giving.
Prior to joining Edward Jones, I worked as a senior broker at Aon, managing risk and tailoring solutions for businesses with a global footprint, which included Fortune 500 companies. I attended the University of California, Irvine and graduated magna cum laude with a B.A. in international studies.
I'm originally from Guam, and California has been my home for nearly two decades. My significant other, Jason, is a Cal Maritime Alumnus and works locally in the marine insurance industry. We have two sons, Joseph and Julian, and recently relocated to Napa, CA. During Covid, we welcomed the newest member to the family, our Schnauzer, Arlo.
If you would like to learn more about how our branch team could partner with you in reaching your financial goals, please send us an email on the website or give us a call. We would love to hear about you!
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Employee Stock Options
- Divorce Finances
- Wealth Strategies
- Socially Conscious Investing
My Personal Interests
- Health & Nutrition
- Spending Time with Family
Office Address1721 1st St
Napa, CA 94559 opens in a new window
Phone NumberJosephine Palacios at (707) 927-3397
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