Trisha Braunstein, Financial Advisor

Financial Advisor
Trisha M Braunstein

CEPA®, WMCP®
3621 Harbor Blvd Suite 140, Santa Ana, CA 92704opens in a new window
New Client Waitlist
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

Personal Interests

  • Traveling
  • Spending Time with Family
  • Fine Dining
  • Wine Collecting/Enthusiast
  • Home Décor

Team Members

  • Destiny Cardoz
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(949) 631-7491

Fax

(800) 392-7137

Office Address

3621 Harbor Blvd Suite 140
Santa Ana, CA 92704opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More