Finding a financial advisor who's a good fit for you and your family can be challenging.
When looking for financial advice, the needs and solutions are unique to each individual or family. We often see key differences in planning based on location, taxes, family structure, desired spending habits, life stages and more. When looking for a professional to help you design a personalized plan, it is important to have someone knowledgeable who prioritizes your goals and understands the area you live in. At our branch, I am fortunate to partner with Senior Branch Office Administrator, Angie Kneale, who has been with Edward Jones since 2017 and manages the day-to-day office needs. We limit our practice to partnering with South Orange County individuals and families and referrals from existing clients. At our branch, our specialty is organizing, building, protecting and transferring wealth based on your personalized goals and complex needs.
The process for meeting is simple. Before we get together, I will give you homework to get you thinking about where we can lend assistance. Then, you are invited you into the office or to meet via web conference. Together, we'll review your goals and ask pointed questions to help understand where you currently stand to reach them. My job is then to inform you if we are the best fit to help or if one of our colleagues will better suit your needs and help you achieve your goals. From there, I will navigate account options and help you visualize what it would look like to work with us. Edward Jones has several options to choose from that vary in terms of involvement, cost and flexibility. If you are comfortable and happy with our process and account types, we will invite you to be a part of our Edward Jones family on Coast Highway.
My husband, Michael, and I love being a part of the South Orange County community. We relocated in 2021 from the Bay Area and currently live in San Clemente with our two mini Sheepadoodles, Scout and Scuba. We enjoy the beach, urban hiking, pickleball and cheering for the Golden State Warriors, Sacramento Kings and Iowa State. Locally, I am involved in the Laguna Beach Rotary and Queen Bees of Laguna Niguel, and I am passionate about raising awareness for Parkinson's Disease.
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Wine Collecting/Enthusiast
- Spending Time with Family
- Animal Rescue
Phone NumberMaggie Klein at (949) 499-4028
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