portrait of Rosalyn Antonio

About Rosalyn

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...

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Work History

  • Edward JonesMarch 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Cal State Univ-HaywardBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Tennis
  • Dancing

Team Members

  • Letty Ling
    Branch Office Administrator

Upcoming Events

  • FEB27

    February 27 10:00AM 11:00AM

    Foundations of Investing

    Foundations of Investing

    Learn More
  • MAR7

    March 7 09:00AM 10:00AM

    Coffee Club

    Coffee Club

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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