In 2004, I began my Edward Jones career as a financial advisor and became a limited partner in 2011. As an Edward Jones financial advisor, I believe it's important to invest our time to understand what you're working toward before we invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of your decision.
A graduate of the University of Arizona, I hold a degree in economics, along with the professional designations of AAMS® and CFP®. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the boards requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My favorite time away from the office is spent outdoors with family and friends, on the water or in the mountains. I am a longtime volunteer coach with Empire Soccer Club and currently support my community as an audit committee member for the Sonoma Valley Community Health Center. I am also a former member of the Redwood Empire Estate Planning Council and past president of Sonoma Valley Executives.
My senior branch office administrator, and limited partner, Sharon Bonnington, joined my team in 2007 and is dedicated to providing you the highest level of service possible. She is an 8-time honoree of our firms Branch Office Administrators Managing Partner's Conference.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Retirement Income Strategies
- Wealth Strategies
- Employee Stock Options
- Estate & Legacy Strategies
My Personal Interests
- Outdoor Enthusiast
- Coaching Sports
Phone NumberMatthew G Lightner at (707) 938-8585
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