I began working for Edward Jones in May of 2000 in Mission Viejo, CA. My role as a financial advisor has given me the opportunity to help individuals build wealth and guide them to a financially secure retirement. The focus of my practice is on estate considerations, retirees and individuals approaching retirement.
I currently hold my Series 7, Series 63 and Series 66 registrations along with California Life Agent and California Long-term Care licenses. I attended South Dakota State University, where I obtained a BS degree in electronics engineering technology.
In my spare time, I enjoy spending time with my spouse and my two sons. I am actively involved with the YMCA Adventure Guides and my hobbies include hiking, mountain biking, travel, fishing and home improvement projects. My family and I are members of Saddleback Church in Lake Forest, CA.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Office Information
Phone Number
Robert Brown at (949) 460-9610Branch Team
- Brian Lam
- Sr. Branch Office Administrator
- Dennis Cajigal
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 03:30PM |
Friday | 07:30AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 03:30PM |
Friday | 07:30AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Brian Lam
- Sr. Branch Office Administrator
- Dennis Cajigal
- Branch Office Administrator
Branch Team
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