Work History
Edward Jones
Edward JonesMarch 2017 to Current
About Adam
Your Financial Well-Being is Our Top Priority.
At the heart of our practice is a commitment to understanding what matters most to you. We strive to create an environment where you feel secure, informed and confident as we guide you through the process of organizing, prioritizing and achieving your financial goals. We believe that effective financial strategies go beyond just covering the basics. That's why we work closely with your CPA and attorney to ensure your tax and estate planning needs are carefully addressed.
As a CERTIFIED FINANCIAL PLANNER® professional and holder of the Accredited Asset Management Specialist™ designation, I'm committed...
At the heart of our practice is a commitment to understanding what matters most to you. We strive to create an environment where you feel secure, informed and confident as we guide you through the process of organizing, prioritizing and achieving your financial goals. We believe that effective financial strategies go beyond just covering the basics. That's why we work closely with your CPA and attorney to ensure your tax and estate planning needs are carefully addressed.
As a CERTIFIED FINANCIAL PLANNER® professional and holder of the Accredited Asset Management Specialist™ designation, I'm committed...
Focus Areas
- Business Retirement Plans
- Energy Industry Professionals
- Financial Services Professionals
- Healthcare Professionals
- LGBTQ+ Finances
- Retail Professionals
Work History
Edward Jones
Edward JonesMarch 2017 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Univ of Texas-San Antonio
Univ of Texas-San AntonioBachelor of Business Admin
Education
Univ of Texas-San Antonio
Univ of Texas-San AntonioBachelor of Business Admin
Personal Interests
- Pets
- Cycling
- Hiking
- Traveling
- Podcasts
Team Members
Sandra SaenzSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
San AntonioFor 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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