At Edward Jones, we believe your financial goals are unique, and we help identify and define them so you can turn your ideal future into a reality. That's why we partner with our clients to develop investment strategies that are important to you. Knowing what is important, helps us determine the most appropriate financial strategy for you, your family, and your business, and will help us plan for the future.
As an advisor, I assist clients by using a straightforward investing philosophy: Maintain a long-term perspective, focus on quality, and manage risk through diversification. I hold licenses in multiple states for securities, annuities, and insurance. I specialize in employer and individual retirement plans, wealth strategies and estate planning. My single focus is helping you achieve what's most important to you.
Contact my office today to learn more about how my team and I can support you.
I look forward to meeting with you.
ROLLING HILLS ESTATE, CA 90274
Kevin has practiced as a civil trial lawyer since he joined the California State Bar in December 2002. He has handled cases in both State and Federal Courts, and has been involved in several settlement proceedings as well as possessing arbitration experience. He has litigated matters for a number of individuals and companies involving several areas of civil litigation with an emphasis in personal injury, evictions, DUI/expungments, and Workplace Harassment/Discrimination.
Kevin is admitted to practice in California and is a member of the Los Angeles County Bar Association, Consumer Attorney Association of Los Angeles, the South Bay Bar Association, and the Langston Bar Association.
Torrance, CA 90503
Monarch Grove Wealth Strategies & Insurance Solutions, we’re here to uncover the core questions of your financial strategy so we can ensure it is thorough and effective. We serve business owners, executives, and family-owned businesses with vision that energizes us in our own work, and we’re always impressed with their capacity to influence the lives of their families and communities. That’s why we see it as our mission to ensure your hard work multiplies and rewards you for years to come. We specialize in holistic planning* that addresses each area of your finances to ensure maximum impact.
We’re honored to work with driven, resourceful, and creative people on a daily basis. We recognize that successful business owners’ professional plans* are intricately tied to their personal future, so we work to effectively balance your assets and ensure your personal finances benefit from the growth of your business. We leverage expertise from experienced professionals to provide a unique suite of services that best serve our clients. We want to leave the world in a better state than we found it, and by amplifying the impact of motivated and resourceful clients, we believe we can do just that.