Edward Thomas
- Role
- Financial Advisor Planner at Prudential Financial
- Location
- Oakland, CA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor Planner
Mar 2019 — Present · Walnut Creek, CA, US
As a Financial Advisor, my goals are simple: to know my clients well, to treat them with respect, and to measure my success by their success. To meet those goals, I develop financial plans and manage assets tailored to the specific needs of each of one my clients. I value long-lasting client relationships, providing impactful change to meaningful social causes, and advising my clients through every stage of their life.
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