Meet Trevor, our newest member with Edward Jones. Read on to learn more about Trevor and why he chose to work with Edward Jones as a financial advisor in Cardiff-by-the-Sea.
“One of my most formative memories was the day I graduated from California Polytechnic State University - San Luis Obispo; with $0.91 in the bank and three weeks until my engineering degree would be put to use, I was quickly entering my new reality. A reality comprised of burdensome student debt, now demanding repayment, as well as a daunting new income and benefit package. Being a life-long problem-solver, my natural inclination was to seek to understand and take the best available course of action.
I spent the next 4 years learning from every book, podcast, and article I could find on budgeting, personal finance, investment management and portfolio construction. This passion enabled me to pay off my student loans, identify my financial goals, and develop a custom computer application to manage my portfolio. During this time I realized most Americans lack the exposure to the topics and guidance they NEED in order to achieve their long-term financial goals. This was the impetus for me to change careers.
I chose Edward Jones because of the nearly 100 year history of serving the serious, long-term individual investor. My primary focus is to understand what is most important to my clients, identify their unique goals or challenges, work together to build personalized strategies to reach their goals, and partner for life to provide peace of mind.
You may be asking, what is a financial advisor? When is it time to speak to one? Is it worth my time? What fees can I expect from working with a human advisor? These are all great questions and are just the beginning of your journey. I want to help YOU understand the answers to questions like these, and the important questions I will ask you!
Myself, and my branch office administrator, Mariah Lewis, are here in Cardiff to serve and guide you. We are dedicated to the highest level of service because in our office, our clients are family. I'm blessed to live and work in this community and I look forward to making an impact that benefits the place we call home.”
111 Chesterfield Dr Suite 119
Cardiff-by-the-Sea, CA 92007