Work History
Edward Jones
Edward JonesFebruary 2017 to Current
FINANCIAL ADVISOR
Monica E Bezy
CEPA®
13400 Sabre Springs Pkwy, Suite 260, San Diego, CA 92128opens in a new window
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Military Professionals & Veterans
About Monica
My professional philosophy is all about supporting clients like family and doing what is right. My clients know that I help them the same way I help my own family, by guiding them with integrity, patience, care and empathy. I take pride in the relationships I develop with my clients, which are the greatest rewards of my career. From acting as a trusted confidant when life presents challenges to celebrating the good times together, I truly appreciate the incredible opportunity to share in the lives of my clients.
Understanding what’s important to my clients is key but knowing why it’s important...
Understanding what’s important to my clients is key but knowing why it’s important...
Work History
Edward Jones
Edward JonesFebruary 2017 to Current
Certifications
CEPA®
Certified Exit Planning Advisor®
Education
National Univ-San Diego
National Univ-San DiegoMastersNational Univ-San Diego
National Univ-San DiegoBachelor of Business Admin
Education
National Univ-San Diego
National Univ-San DiegoMastersNational Univ-San Diego
National Univ-San DiegoBachelor of Business Admin
Personal Interests
- Spending Time with Family
- Traveling
- Baseball
- Reading
- Movies & Entertainment
Team Members
Jessica PonceyBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
San DiegoFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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