As an Edward Jones financial advisor, my primary focus is to never lose sight of what is most important to you, your family and/or your business. I have a process that helps put all the pieces of the financial puzzle together as your life unfolds and your needs evolve. I stay true to a philosophy centered on helping you achieve financial independence and moving in the direction of your vision for the future, relying less on hope and more on a strategic plan.
At Edward Jones, it is my honor to serve in leadership and mentoring capacities for our newer and seasoned financial advisors. Additionally, I am AAMS®-certified and in 2010, I became a Limited Partner with Edward Jones, a recognition which I hold in deep regard.
My commitment to community is strong. I truly believe it is important to show up, follow through and stick with it. I am a dedicated member of the Lions Club and support causes through the Boys & Girls Clubs, Salvation Army and St. Madeleine Sophie's Center.
My wife, Jolinda, has an equally strong commitment to community and serves on committees for St. Madeleine Sophie's Center, our local Girl Scouts troop and is the past president of PTA. We have three daughters: Jennie, Katelynn and Madison. Jennie graduated from university and is well on her way in her career. Our family enjoys traveling, music and giving back to our community.
Our branch team members are Josepha and Julie. Josepha joined Edward Jones in 2015 with over 30 years of experience in the financial services industry. She is a USAF veteran and became an Edward Jones Limited Partner in 2019. Julie joined Edward Jones in 2016 with15 years of experience in the Building and Sustainable Industries. She's a New England native and moved to California in 2015. Together, our branch strives to create an impeccable client experience through established processes and best practices.
In closing, we partner together to help you achieve your goals and never lose sight of what matters most to you.
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Real Estate
Phone NumberKiley C Grunstad at (619) 670-0036
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