From an early age growing up in Oakland, CA, it was evident that many people in my community lacked financial literacy and resources. As a result of this, my mother made sure to use life lessons to emphasize the importance of being self-reliant along with managing and growing my money. I was forced to make the decision of whether to save and plan for something I wanted or spend my money frivolously. It was a tough lesson that most have had to face at some point in their life: sacrificing momentarily for a long-term financial goal.
Although I was much older than 5 years old when I got on track with my financial goals, my willingness to continue to seek knowledge led me to study business in college and take job opportunities in finance and investment management. I worked my way up from insurance company mailroom, to insurance underwriting assistant, to trading back office, to fixed income trading desk and now a part of the Edward Jones team.
After several years of working in a corporate environment, I decided I no longer wanted to use my knowledge and talents to solely benefit large companies. I identified a need within my community and decided to take the leap towards helping individuals set themselves up financially for the minor and major moments of life. My ultimate goal is to position my clients and community to reach financial independence.
I strive to become a valuable resource for the members of my community. I look forward to enhancing their knowledge and getting them involved on a serious level with their finances and investing. Edward Jones gives me an opportunity to meaningfully interact with my community on a personal level. With the help of the Edward Jones home office and other financial advisors, I am equipped to provide high quality service to my community.
My Personal Interests
- Movies & Entertainment
- News & Media
Phone NumberRoosevelt Kirk at (510) 663-0196
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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