portrait of Shai Rikon

About Shai

Trust and stability, two essentials that we emphasize with clients as we build a lifelong financial strategy and partnership. We are passionate about helping clients organize, protect and grow their family's assets. It's why I am proud to be a financial advisor and a partner at Edward Jones, whose legacy and resources allow us to navigate with confidence together.

Contemplating the "what ifs" in life is an integral part of what we do as a trusted financial advisor to our clients. Anticipating what's ahead and setting realistic financial goals to coincide with interests and lifestyle choices allows for an optimal...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

Work History

  • Edward JonesMay 2012 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Loretto Heights CollegeMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Health & Nutrition
  • Camping
  • Community Outreach

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:00PM
Tue 09:00AM - 03:00PM
Wed 09:00AM - 03:00PM
Thu 09:00AM - 03:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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