2019 marks my 20th year with Edward Jones. I am passionate about working with our clients and potential clients to help them organize their wealth, build their wealth, protect and transfer their wealth. Our team will take the time to get to know you and what's most important to you.
How can we help you?
I am a single mom of a young teenager whom is very active in sports and basketball 24/7. I have volunteered to help coach his team to be a part of this exciting chapter as he enters high school.
At San Jose State University I played golf and softball. I went on to play golf professionally for a few years. I now play golf for fun and enjoy playing all over the area with my clients.
I was interested in a career in the financial field to help educate my friends and family so that we can all enjoy a financially secure retirement. I found Edward Jones through a friend and my career as a financial advisor soared. Our firm puts the clients' interest first and has great tools to keep our clients on track to reach their goals, while our branch team is dedicated to helping our clients along every step of their financial journey.
The clients that we enjoy working with take our advice, they schedule time for reviews, they are serious investors and they bring levity to our office.
Please call our office to schedule a review of your portfolio.
My Personal Interests
Office Address201 Sand Creek Road Unit D
Brentwood, CA 94513
Phone NumberLisa D Ferrante at (925) 516-1821
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