Michael L.

Financial Advisor at Edward Jones

Role
Financial Advisor at Edward Jones
Location
Orange County, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael L.

Throughout my life, I have always been someone who enjoys helping others. At a young age, I volunteered in community outreach programs and immunization clinics. I enjoyed being able to make a difference in my community. Through my experiences, I learned that ethics, communication and balance are valuable traits. I decided I wanted to continue making a difference in others\' lives. As a financial advisor, I get the opportunity to positively impact people’s lives daily on an important topic in people’s lives, their finances.Soon after I graduated from the University of Oregon, I chose to start my practice with Edward Jones in Irvine. My central career goal is to positively impact as many lives as I can, while being a trusted and supportive member of our community.As a financial advisor, I partner with you using an established process to build a personalized strategy to help you achieve your financial goals. I take pride in working with individuals and small businesses alike, to customize the financial path for you. Whether your goal is sustainable income in retirement, reducing tax liability or planning for your children or even grandchildren’s education, the commonality of success is to have a proper plan in place.Outside the office, I have many different interests. These include community service, being on or in the water, and spending time with my family. I love watching or being part of many different sports. Also, I like to be healthy and stay active.I enjoy meeting others and building rapport. At Edward Jones, we want to find out what is most important to you and help you reach your instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jan 2017 — Present · Irvine, CA, US

Education

  • University of Oregon

    Bachelor of Science (B.S.)

    2012 — 2016

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Michael L. — Financial Advisor at Edward Jones in Orange County, CA, US | Unifers