Edward Jones - Charles Matthews, Financial Advisor
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.
- Preparing for Retirement
- Living in Retirement
- Paying for Education
- Preparing for the Unexpected
- Estate Considerations