Have your plans for retirement changed? Do you know how much money you’ll need each month in retirement? Has your employment situation changed? Are you a business owner looking to reduce your tax burden or starting to consider an exit plan? Is your workplace retirement plan meeting your needs, the needs of your business or your employees?
As an Edward Jones financial advisor, I strive to help to help my clients answer these important questions. It is my highest priority to invest the time necessary to fully understand what is most important to you, and what you are trying to achieve before you invest your money. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.
I joined Edward Jones because of the culture, and because I love to help people. The resources available to me allow me to help my clients in a variety of meaningful ways.
Who I work with:
• Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations.
• High net worth clients who are looking for tax-sensitive solutions.
• Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
My goal is to provide highly personalized service to help you reach your unique goals. I look forward to meeting with you to start building a relationship and working toward a lifelong connection.
I'm an avid traveler, sports fan, craft beer and wine enthusiast, a proud husband and father, with an amazing wife and two remarkable daughters. I was born and raised in Chula Vista and have a degree in business administration from San Diego State University. I'm a former small business owner who understands the need to minimize taxes, maximize earnings, and attract and retain top talent. I'm a member of the San Diego Regional Chamber of Commerce, and a board member for the Chula Vista Community Foundation.
If you are looking for a financial advisor who has the business and life experience to fully understand your situation, and who is committed to helping you live your life to the fullest, please reach out to me at: [email protected], or call me at 858-514-8876 to schedule an appointment.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Sports Enthusiast
Phone NumberRobert Farwell at (858) 514-8876
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