Vince Fierro

Financial Advisor @Edward Jones

Los Angeles, CA, US
EMAILS
v••••••••@edwardjones.com
MOBILE NUMBERS
+13•••••••72

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WORK HISTORY

Jan 2012 — Present

Financial Advisor @Edward Jones

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I want to understand what is important to you. What are your goals? What is your comfort level with risk? How do you want to work with us? Do you prefer to have a managed account where we make all of the buying and selling decisions for you? Or do you prefer being involved in the decision-making process? We have an established process to build tailored solutions personalized to help you reach your goals. Our research teams narrow down the thousands of investment options available in the market to the best long term options for you. We focus on quality investments, building a diversified portfolio, and keeping a long-term perspective. We determine the appropriate asset allocation for you according to your timeframe, risk tolerance and goals. Finally, we partner with you for life to keep you on track to achieve your goals. We update you with timely opportunities and risks; help you prepare for unexpected events that could derail your financial strategy; regularly review your financial situation, strategy, and goals; and last but not least provide you with sound advice to keep your emotions in check when the market fluctuates.

EDUCATION

N/A

University of California, Berkeley

Bachelor of Arts, Ethnic Studies

SKILLS

ManagementCrmDirect SalesLong Term Care InsuranceSeries 7Key Account ManagementCompetitive AnalysisContract NegotiationSellingIraRoth IraClient Relationship BuildingSalesSolution SellingTeam SellingInvestmentsB2bLife InsuranceSales ProcessTrainingNew Business DevelopmentSeries 66401kStrategic PlanningCustomer RetentionStrategyCustomer ServiceSales ManagementRecruitingContract NegotiationsVariable AnnuitiesCollege Savings PlansTax-Advantaged Investment StrategiesAsset AllocationCa Insurance LicenseRetirement PlanningConsultative SellingForecastingCold CallingAccount Management Programs

ABOUT VINCE FIERRO

As a Financial Advisor with Edward Jones, I want to understand what is important to you. We have an established process to build tailored solutions personalized to help you reach your goals. We partner with you for life to keep you on track. I began my career as a Financial Advisor with Edward Jones in Redondo Beach in 2012. Edward Jones is an amazing firm with a deep culture in putting our clients\' interests first. It has been a transformational experience for me to have the opportunity to build a business in my community helping people and families achieve their most important financial goals. I am passionate about helping people, and honored and grateful for the opportunity to work with wonderful clients. I grew up in the South Bay and West side of Los Angeles and graduated from Santa Monica High School. I obtained my Bachelor’s degree at the University of California, Berkeley and Master’s degree at Cal State Dominguez Hills. I am married and live in South Torrance with my wife Kacey and two boys Micah and Drew. Kacey teaches 4th grade in Lomita and is a full time mother. I enjoy spending time with my family, helping coach my boy\'s sports teams, and living a healthy and active lifestyle. I enjoy working out, eating healthy, and playing beach volleyball. I host a memorial beach volleyball tournament benefiting charity in memory of my father. 2020 will be the 25th year. Cherrie May Roldan is my Branch Office Administrator. Cherrie joined our team in July of 2019 and has hit the ground running. We are focused on providing our clients with the highest level of service.Please feel free to connect or reach out to us if you are seeking professional financial advice or are a local tax, legal, or other professional looking to network.Our office is located in the Redondo Beach Riviera. 129 Palos Verdes Blvd.Suite 102Redondo BeachOffice # instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

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