portrait of Belma Mirvic

About Belma

I’ve always been incredibly passionate about helping others. As a child, I lost my father and mom became a widow at very young age. I remember my mom being hopeless and suffering so much from the loss of her husband. That's why, as a young adult, I pursued social work, trying to make a difference in people's lives, help them to heal and resolve their problem.

My office is located in Pleasant Hill and our mission is to serve widows and widowers, new inheritors and people who are nearing retirement. I do this by putting myself in my clients’ shoes,...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Hispanic Family Finances
  • Wealth Strategies
  • Charitable Giving

Work History

  • Edward JonesOctober 2019 to Current

Education

  • University of SarajevoBachelors

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Traveling
  • Jogging
  • Soccer

Team Members

  • Brandon Simeon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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