As an Edward Jones financial advisor, 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 your family.
In addition to retirement strategies, I can also help with college savings, insurance and annuities, wealth strategies, estate and legacy strategies.
From a young age, I had an interest in investing. My financial experience started at 18 when I made my first stock purchase. I expanded my knowledge of investing when I worked for my first financial firm in my mid 20s.
I became a financial advisor to make a difference for people in my community especially first-responder families, military families and women. My husband is a firefighter and what he loves about his career is that he helps people every day. I wanted that same thing for myself. Instead of running into burning buildings; the way I make a difference is by providing education so my clients can make well-informed decisions based on facts, not emotion. And partnering with them throughout their lives to help them stay on track to reach their financial goals.
Having grown up in Temecula, I put myself through college by working nights and weekends. I earned a bachelor of science degree from San Diego State University.
My husband, Dan and I, along with our four-legged son Angus, are longtime Menifee residents. We enjoy attending baseball games, boating in the Colorado River, BBQing and spending family time together. I think it’s important to give back to the community, and I support several nonprofit organizations, including the CalFire Benevolent Fund and Marine Corps Toys for Tots.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
**You can also follow me on Facebook**
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
- Insurance & Annuities
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address38975 Sky Canyon Dr Suite 209
Murrieta, CA 92563
Phone NumberKari Cierley at (951) 677-5808
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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