As a financial advisor for Edward Jones, I focus on helping clients reduce tax exposure and plan for retirement and other future financial needs (educational planning, new home purchase, wealth transfer, etc.)
Throughout my life, helping others has been an integral part of who I am. I am a proud member of the Laguna Niguel Chamber of Commerce and I chose a career as a financial advisor because it gives me the opportunity to make a difference in the lives of families in the community.
My curiosity in the investment industry started at a career day in high school in Las Vegas where a Merrill Lynch financial advisor gave a presentation about how he was able to help others financially. Since then, I've known that was the career I wanted. I graduated from UNLV in 2004 with a finance degree and have been in the investment and banking industry ever since. Along the way, I earned an MBA from the University of Florida and have gained experience in many aspects of the investment industry including, most recently, being a regional supervisor for financial advisors with Wells Fargo Advisors.
Outside the office, I enjoy staying active with outdoor activities: tennis, running, golf and yoga. I am very active in my church, The Church of Jesus Christ of Latter-day Saints.
Contact me at (949) 249-8248 or [email protected], so we can help get you on track to achieving your financial and retirement goals.
- Retirement Savings Strategies
- Wealth Strategies
- College Savings
- Entrepreneurs & Business Owners
- New Investors
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Phone NumberNoel Todd at (949) 249-8248
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