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Nicolas Cardenas
Business Name:
Edward Jones
Business Description:
Down the street or just across town, Edward Jones offices are in your neighborhood, ready to serve you — and the community. It's a personalized approach to investing, and it's what sets us apart. You'll work with your financial advisor one on one, supported by a branch office administrator helping you every step of the way. Your team will get to know you and your goals, helping you stay on track by building a deep relationship over time. You deserve more than a phone number when it comes to the future you hope to build. As your needs evolve throughout your life, we will strive to provide the products, solutions and experiences to help you achieve what's most important to you. Along the way, you'll benefit from the care, compassion and personal service only a dedicated team of professionals can deliver.
How Business Creates Value:
As an Edward Jones financial advisor, it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, I can help determine the most appropriate financial strategy to prioritize your needs and partner with you to define and achieve your financial goals,
How Member Creates Value:
I partner with clients to achieve their financial needs, wants, and wishes. I serve clients by putting into action personalized strategies that work toward achieving their goals. I create value by educating clients on opportunities to grow their wealth, take measures to protect their family, and plan accordingly to create a secure future based upon each client's unique vision of their future and legacy.

About me...

I am fortunate to work in the community in which I grew up and in a career that brings me such fulfillment. As an Edward Jones financial advisor, I enjoy partnering with my community to help them accomplish their most important financial goals. As a University of San Francisco graduate, I obtained a master's in global entrepreneurial management while studying in Barcelona, Taipei and San Francisco with a global cohort. When I’m not working towards my clients’ goals, I am with my amazing wife, Nicole. We both have a passion for gardening, cooking and wine. We have a daughter and a son,...

Skills

  • Entrepreneurs & Business Owner Wealth Management
  • Retirement Income Strategies

Credentials

  • Financial Advisor and Financial Planning
  • Series 66
  • Series 63
  • Series 7
  • Life Insurance and Wealth Protection

Interests

  • Community Outreach
  • Spending Time with Family
  • Hiking
  • Gardening
  • Cooking

Experience

  • Community Investment and Partnerships
  • Wealth Management
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Hispanic Family Finances
  • Special Needs Financial Considerations

Languages

  • English and Spanish