I remember visiting my grandma as a child and being fascinated with her passion for investing. The TV would be on silent, with all the stock tickers moving across the bottom of the screen. The financial section of the newspaper was folded over to the page with all the stock information and much of the page was decorated with her shorthand and a bunch of different highlighted numbers in bright green and bright red.
At the time, I didn't realize that what my grandma was doing was working to provide a lasting legacy for her family, and that together with help of her financial advisor, all that scribbling and highlighting helped pay for some of my college education as well as provide the necessary down payment on my first home. This was a driving force in my own desire to become a financial advisor. I wanted to help families achieve their financial goals just like my grandma had done with her financial advisor.
With over 10 years of experience in the financial industry, I have found my home working as an Edward Jones financial advisor - a firm that aligns with my own values. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help you reach your long-term goals.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation. It all starts with you. Give me a call and let's get started: (619) 209-7784.
My Personal Interests
- Art & Theater
- Movies & Entertainment
- Community Outreach
Office Address6336 Greenwich Drive
San Diego, CA 92122
Phone NumberNick Stone at (858) 458-9406
|Mon||By Appointment Only|
|Tue||07:00AM - 03:00PM|
|Wed||07:00AM - 03:00PM|
|Thu||07:00AM - 03:00PM|
|Fri||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More