As a veteran in the finance and banking industries, with close to 30 years experience, I feel passionate about providing guidance, support and education to my clients with integrity and professionalism in mapping out their investment strategy goals.
I knew I had found my professional home when I learned of Edward Jones and their commitment to providing their clients with utmost care and diligence, which aligns with my core values that meeting our clients' unique needs are of top priority.
I feel proud to partner with a firm that has been serving clients for 100 years and honors what is important to them, and which equips me with the most advanced tools and resources available in order to provide our clients the best solutions for their specific needs.
One of my greatest rewards is serving my clients in all facets of their lives, from planning for college, saving for their first home, retirement and estate considerations, as well as helping self-employed entrepreneurs go from business owners to fruitful retirees. No matter the circumstance, I love empowering my clients and showing them it is never too soon or too late to endeavor on a journey of financial freedom.
My clients feel more like family to me, which is why I have made it my mission to be my most authentic self and provide transparency, openness and honesty. This is a reflection of who I genuinely am and a testament to Edward Jones excellence.
I am grateful to share a life with my husband, my greatest supporter and veteran police officer, with whom I share three amazing sons we are both very proud of. Beyond that, I am passionate about my faith, health, wellness and volunteerism.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Hispanic Family Finances
My Personal Interests
- Personal Fitness
- Health & Nutrition
Phone NumberMartina Vega at (818) 892-2244
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