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Teddy Squilanti, Financial Advisor

FINANCIAL ADVISOR
Teddy Squilanti

940 S Coast Dr Suite 250, Costa Mesa, CA 92626opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • College Savings
  • Charitable Giving
  • Insurance & Annuities

About Teddy

Growing up, money meant that my dad would take my brother and I to buy a pack of cards. Any money from chores or a birthday was almost always spent at the card store, and that is how I learned the value of earning and saving a dollar. Well, life becomes more complicated than the next pack of baseball cards. What doesn't change is that money means something different to each and every one of us. That is why I will first invest my time to understand what money means to you, and what you are working towards, before you...

Work History

  • Edward JonesAugust 2017 to Current

Education

  • Arizona State UniversityBachelor of Science

Personal Interests

  • Golfing
  • Traveling
  • Football
  • Scuba Diving
  • Surfing

Team Members

  • Cindy Roberts
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(714) 540-1221

Fax

(855) 340-6693

Office Address

940 S Coast Dr Suite 250
Costa Mesa, CA 92626opens in a new window

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