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Charles Matthews, Finanical Advisor with Edward Jones Investments

Charles Matthews, Finanical Advisor with Edward Jones Investments

Categories

Financial Services

About Us

I am a financial advisor with Edward Jones because I wanted to find a better way to help more people achieve what they want in life.

My parents taught me to do the things I needed to do now so that I may do the things I wanted to do later. I have carried on that lesson by helping clients do likewise so they may retire, travel or leave a legacy for their loved ones. It is my mission to help position clients financially, so they may have more "yes" opportunities in the future.

It all starts with a conversation to understand what is most important to you, but my aim is to partner with you for the long-term to help you organize, create, protect and transfer wealth. To get started, what I need to know is – what does your "yes" look like?

Outside of the office, I enjoy spending time exploring the central coast with my spouse, Lisa, and our two young kids, Cairon and Alexa. I volunteer time to serve my community at the Atascadero Chamber of Commerce and Kiwanis, The Community Foundation of SLO and the Alzheimer's Association. I am a race fan and lately have begun tending a rose garden.

Highlights

  • Preparing for Retirement
  • Living in Retirement
  • Paying for Education
  • Preparing for the Unexpected
  • Estate Considerations

Rep/Contact Info

Emery Luper
Branch Office Administrator

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