I first began investing in my twenties on the advice of my father. By my early thirties, I started to realize that it was some of the best advice I'd ever received, and I had saved enough to make a down payment on my first home. As an Edward Jones financial advisor, I now enjoy the opportunity to help others take charge of their financial future.
I work primarily with families and individuals planning for retirement, living in retirement and/or saving for education. I also help with employer-sponsored retirement plans, wealth strategies and protection/insurance strategies.
Prior to becoming a financial advisor with Edward Jones, I was self-employed as an attorney. As a result, I am particularly sensitive to the challenges professionals and small business owners face when planning for their business and personal financial needs.
In my spare time I enjoy hiking, backpacking and am actively involved in the local acoustic folk music scene.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Business Retirement Plans
- Portfolio Reviews
Phone NumberMark J Mertsoc at (760) 599-1000
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