Edward Jones

At Edward Jones, located at 411 Borel Avenue in San Mateo, California, we are dedicated to helping you achieve your financial goals and personal aspirations. With over 20 years of experience in the technology industry, I bring a wealth of knowledge and insights to my role as your financial advisor. Our approach centers on understanding your unique goals and the reasons behind them, ensuring that our partnership is built on a strong foundation of mutual understanding and trust. Edward Jones is renowned for its client-first philosophy, and I am committed to upholding this standard in all our interactions.

Having lived in the Bay Area since the 1980s and being an active member of the Peninsula community for over 20 years, I am deeply invested in helping my neighbors thrive. Whether you're planning for retirement, saving for education, or protecting your financial future, my team and I will work with you to develop personalized strategies tailored to your needs. We will continually monitor your progress and make necessary adjustments to keep you on track. Outside the office, I enjoy a variety of interests, including coffee, cars, 80s synth-pop, nature hikes, and supporting local sports teams. Feel free to reach out to discuss how we can help you achieve your financial goals.