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FINANCIAL ADVISOR

Glynis A Wineinger

AAMS™
12297 Saratoga-Sunnyvale Road, Suite 200, Saratoga, CA 95070opens in a new window
CallSend Me a Message

About Glynis

As a veteran Edward Jones financial advisor serving Silicon Valley over the past 28 years, I believe it's important to invest my time in understanding what your goals are before investing your money. Once we understand your "why", we will partner together to help build wealth over your lifetime and future generations. Educating our clients and their offspring continues to be my passion; our clients become energized as they see what's possible.

I pride myself in developing creative and tailored strategies for our clients' complex situations. My branch team works closely with your CPA and estate planning attorney to help ensure...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Employee Stock Options
  • Estate & Legacy Strategies

Work History

  • Edward JonesDecember 1996 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cal State Univ-SacramentoBachelors

Personal Interests

  • Gardening
  • Jogging
  • Cooking
  • Wine Collecting/Enthusiast

Team Members

  • Lisa Tam
    Sr. Branch Office Administrator
  • Estelle Pinai
    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 - 02:00PM
Sat Closed
Sun Closed

Phone

(408) 873-2611

Fax

(888) 525-2594

Office Address

12297 Saratoga-Sunnyvale Road
Suite 200
Saratoga, CA 95070opens in a new window

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