Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®, ChFC®
Categories
Financial Services
- 20980 Redwood Road, Suite 120 Castro Valley CA 94546
- (510) 886-3636
- (888) 217-1852
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Hours:
Mon 9 AM - 5 PM
Tue 9 AM - 5 PM
Wed 9 AM - 5 PM
Thu 9 AM - 5 PM
Fri 9 AM - 5 PM
Sat-Sun Closed
About Us
Before Edward Jones, I didn't realize how much I was missing from my own financial strategy until I became a financial advisor. Like many working people, I thought contributing to my employer's retirement plan and saving money in the bank was enough, but it wasn't. And as my life evolved over the years – changing jobs, buying a house, getting married, having kids and caring for an elderly parent – I should have been mindful of how these life-changing events may have affected my financial strategy. There were important aspects of financial preparation that I was not incorporating in my strategy. These are hard lessons learned from experience that I draw from as I partner with the individuals and families I support, because I want them to succeed in their own unique financial journey.
As a financial advisor, I coach and educate my clients about financial matters that are most important to them, all of which are intended to help them achieve their passions and goals in life. I love getting to know my clients at a deeper level and am very grateful for their friendship and the trust and confidence they have placed in me.
The clients we serve best are serious investors who value the services we provide and working together to accomplish their goals and objectives. Whether you're navigating through a job change, retirement, marriage or divorce, childbirth or adoption, inheritance or estate transfer, or any other major life event, we can work together to develop specific strategies to help you reach your goals.
Are you ready to start your journey towards financial independence?