As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth, live generously and leave a legacy. We accomplish this by using an established process to build a personalized strategy that can help achieve what's most important to you.
Prior to Edward Jones, I worked at the Hunting Memorial Liver Center and later helped start an IT company overseas in Taiwan. With over a decade of experience in health care and entrepreneurship, I love listening to individuals talk about what drives them – their visions and dreams. Not only that, I enjoy the process of planning and partnership to help them achieve these important goals. My passion is to help you focus on building a strategy for retirement, protect your family from the unexpected and create a plan for your estate.
Having graduated from the California State University, Los Angeles, I hold a bachelor degree in biochemistry. My family attends Calvary Chapel of Chino Hills and we enjoy giving back to our community. I serve on the board of directors to the Chino Valley Chamber of Commerce and my wife volunteers at local afterschool programs.
In 2013, I married the love of my life – Kristine – and we are proud parents of Mercy and Oliver.
My branch office administrator, Jessica Koerner, enjoys partnering together with our clients to help keep you on track toward reaching your goals by providing excellent service. She was born in Modesto, CA and moved to Chino in 2015 where she began her career with Edward Jones. When not at work, she loves playing in roller hockey tournaments and fishing. Jessica played roller hockey for team USA for two years and brought home a silver and gold medal.
We embrace the opportunity to serve our community by helping you feel understood, informed, in control and secure about your future. We look forward to partnering together over your lifetime to keep you and your family on track with what's most important.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberJosh Sun at (909) 597-9619
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