portrait of Vanessa L Haro
FINANCIAL ADVISOR
New Client Waitlist
Serving clients with $100,000
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About Vanessa

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family.

My primary goal is to help investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to reduce taxes, plan for retirement, or start a retirement plan for your employees, I can help.

At age 20, I became interested in investing and retirement planning when I was...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Agribusiness Professionals
  • Retirement Income Strategies
  • Business Retirement Plans

Work History

  • Edward JonesApril 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cal State UniversityBachelor of Science

Personal Interests

  • Golfing
  • Snowboarding
  • Painting
  • Traveling
  • Community Outreach

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Office Information

Hours

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

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