Edgar Jimenez Mora
Financial Planner for Small Business Owners & First-Gen Professionals | Holistic Planning | Bilingual | Personal Training for Your Money
- Role
- Financial Planner at Financial Haus
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Edgar Jimenez Mora
I help clients take control of their finances- whether they\'re running a small business,…
Experience
Financial Planner
Feb 2022 — Present
At Financial Haus, I help clients - especially business owners, working professionals and Latino Families - get clarity on their money. My work includes- Cash flow and debt strategies- Investment education and portfolio planning- Business owner and self-employed planning- Real estate purchase planning- Insurance and Risk ProtectionI believe financial planning should be accessible, inclusive, and goal-driven. We combine modern tools with a human, relationship-first approach.Financial Haus 61••••••••53 University Ave, Suite 1002, San Diego, CA Financial Planning and Investment Advisory Services offered through Sovran Advisors LLC, an SEC-registered investment adviser. Securities offered through Cetera Wealth Services LLC (doing business in CA as CFGAN Insurance Agency LLC, CA insurance licenses #06•••76), member FINRA/SIPC. Fixed Insurance products offered through Sovran Financial & Insurance Services, CA Insurance license #60•••94. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.
Education
San Diego State University
Bachelor of Arts - BA
2013 — 2018
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