Matthew Jones
- Role
- Financial Advisor Cfp at Edward Jones
- Location
- Ventura, CA, US
- LinkedIn followers
- 500 followers
About Matthew Jones
Professional Leadership Experience: Edward Jones *Limited Partner *Financial…
Experience
Financial Advisor Cfp
Oct 2003 — Present
Working closely with local tax advisors, attorneys and other professionals, I help Ventura County families develop and implement appropriate financial strategies to achieve their goals. My emphasis is in the areas of Retirement Income & Rollovers (both during the Preparation and Distribution stages), Estate Considerations and Business Retirement Plans.
Education
University of California, Santa Barbara
Professional Financial Planning
Skills
- Estate Planning
- Certified Financial Planner
- Retirement Planning
- Portfolio Management
- 401k Rollovers
- Wealth Management
- Strategic Financial Planning
- Investments
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