portrait of Yolanda Franco
FINANCIAL ADVISOR
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About Yolanda

My primary purpose at Edward Jones is to help individual investors and business owners develop investment strategies that will have positive long-term effects on their goals and expectations.

Whether you intend to start a 401(k) or prepare for the unexpected, we offer solutions tailored to your specific needs. I chose Edward Jones for three reasons: 1) We are a privately-owned partnership, which best positions me to put your needs first; 2) Our advanced technology allows us to give you advice with the service and feel of a local office; and 3) We live in the communities we serve, which allows...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Hispanic Family Finances

Work History

  • Edward JonesDecember 2022 to Current
  • Merrill Bank of AmericaApril 2022 to November 2022

Certifications

  • WMCP®

    Wealth Management Certified Professional®
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Whittier CollegeJuris Doctor
  • Univ of California-BerkeleyBachelor of Arts

Personal Interests

  • Walking
  • Community Outreach
  • Art Museums
  • Movies & Entertainment
  • Music

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