We all know that pilots have a checklist for every aspect of flying. More importantly, we know even the most veteran pilots run through the checklist every single time to ensure safety. As a private pilot myself, I have covered some of those very same checklists hundreds and maybe even thousands of times. The reason is simple: following that list every time is the surest way to prevent any issues in the air.
As a financial advisor, our branch team incorporates the same precision and forward thinking strategies to help our clients design, implement and maintain their financial plans. We have a specific process that we follow each time with every client. Although our process is consistent, we know that each client is creating their own flight plan and it is our job to make sure the flight goes as planned. We start by investing our time in understanding what is important to you and your family. We utilize our tools and resources to create your plan as we prepare to partner with you through your lifetime. We appreciate the opportunity to work closely with your CPA and attorney as a team. We put our experience of helping hundreds of families achieve their financial goals to work for you, ensuring you stay on track as you head toward your destination.
I joined Edward Jones as a financial advisor in 2004. I became a limited partner with Edward Jones in 2010 and a principal in 2018. I have served the firm as a visiting veteran, mentor, field trainer, new financial advisor support specialist and recruiting leader. In 2015, I became a regional leader responsible for leading nearly 65 branch teams in the North San Diego County area.
I earned a bachelor's degree from the University of Texas in Austin. In addition, I received the AAMS® professional designation in 2009.
My wife Nicole and I have three children: Samantha, Nolan and Rylee. We enjoy being outdoors, flying and golf.
We look forward to an opportunity to meet you!
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Office Address277 Rancheros Dr
San Marcos, CA 92069
Phone NumberKevin Rainosek at (760) 471-4544
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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