Jenica Bertalan

About Jenica Bertalan

My passion for supporting people with their financial goals started in grade school. My mother was an Edward Jones branch office administrator, and she taught me at a young age that what really mattered to people wasn\'t the actual dollar amount of money but rather what they planned to do with that money. I began my career with Edward Jones as an on-call branch office administrator while still in college, and upon graduation, I became a financial advisor.When partnering with my clients, we focus on conversations about what matters most to them. The information from those conversations helps me create a strategy that advances their financial goals and facilitates the lifestyles they desire. Once the strategies are implemented, my partnership continues with my clients for life, and I conduct regular reviews to help ensure that they stay on track.My branch team and I believe in the importance of building strong relationships with our clients and putting their needs first so that we can best serve them and their families. It\'s endlessly rewarding to help clients retire, send kids and grandkids to college, and create legacies. No matter their ambitions, all of my clients appreciate my open communication and honest approach to providing financial advice.Within Edward Jones, I mentor other financial advisors as part of the firm’s leadership team. Serving others extends past my work as a financial advisor. In my community, I have served as a past member of the Point Loma Association, a member of the San Diego Pi Beta Phi Alumnae Club and a member of the Estate Planning Council of San Diego.Outside of work, I\'m passionate about cooking and try new recipes and often surprise friends and family members with those treats. I enjoy good wines and traveling to places near and far to taste and explore different varietals. While I enjoy reading a variety of books, I have recently taken up golf as a way to enjoy more time outdoors in San instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jan 2018 — Present

Education

• University of California, Riverside

  B.A., Political Science/ Administrative Studies

  2002 — 2006

Skills

• Mutual Funds
• Series 7
• Public Speaking
• Retirement Planning
• Business Coaching
• Leadership
• Event Planning
• Strategic Financial Planning
• Investments
• Customer Service