Federico B.
I use an established process to turn your retirement/financial HOPE into a retirement/financial PLAN.
- Role
- Financial Advisor at Edward Jones
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Federico B.
For 15 years, I served my community as a first responder: as an EMT on an ambulance, as a…
Experience
Financial Advisor
Jan 2019 — Present · Temecula, CA, US
As an Edward Jones Financial Advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It\'s also important to understand the level of risk you\'re comfortable accepting when investing so we can balance it, with the steps necessary to reach your long-term goals.Whether you\'re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. Using an established process, we monitor your progress to help make sure you stay on track or determine if any adjustments are needed. Throughout it all, we\'re dedicated to providing you top-notch client service.But we\'re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone\'s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Education
Allan Hancock College
Fire Science/Fire technology
1999 — 2001
Santa Ana College
Fire Prevention and Safety Technology/Technician
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