I started my 20-plus year career in insurance and financial services helping clients protect their assets. As a financial Advisor at Edward Jones, I am able to fulfill my passion of helping others while guiding my clients towards financial success and living the life they chose. I understand that everyone has a unique background, goals and dreams, and I take the time to listen and understand what's most important to you, your family and/or your business. I partner with you to create a customized plan that suits you and that targets your specific needs and goals.
At Edward Jones, not only do I help clients protect their assets, I help clients build and transfer wealth. My approach is centered around building long-term relationships with my clients and providing you with ongoing support and education to help you make informed decisions as your financial life evolves.
I honor my commitment to my clients by always acting in their best interest. I am a continuous learner and stay up to date on the latest financial news and strategies. In addition to a bachelor's degree in business administration from Temple University, I hold the CLU® (Chartered Life Underwriter®) and ChFC® (Chartered Financial Consultant®) designations from the American College of Finance.
When not in the office, I enjoy spending time with my family, volunteering, listening to live music and traveling. I am a member of Playa Venice Sunrise Rotary and LAX Chamber of Commerce.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Estate & Legacy Strategies
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Traveling
- Volunteering
- Music
- Community Outreach
Personal Interests
- Spending Time with Family
- Traveling
- Volunteering
- Music
- Community Outreach
Office Information
Phone Number
Ramona Ivy at (310) 301-2183Branch Team
- Emily Bosma
- Sr. Branch Office Administrator
- Michelle Jones
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Emily Bosma
- Sr. Branch Office Administrator
- Michelle Jones
- Sr. Branch Office Administrator
Branch Team
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