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Kirk C

Series 66

Alameda, CA

Edward Jones

Kirk Cowan is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Doric Realty Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a network of more than 23,700 financial advisors nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Nirmal R

CFP®, Series 66

Alameda, CA

Edward Jones

Nirmal Rout is a CFP®-certified financial advisor with Edward Jones, based in Alameda, CA. He has 19 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory strategies and affiliated financial services.

General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer College savings (529s, UTMA, etc.) Planning for children with special needs Retired Founder/Business Owner Executive
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Sanam C

Series 63, Series 66

Alameda, CA

Edward Jones

Sanam Chaudhary is a financial advisor at Edward Jones with three years of industry experience. Chaudhary has worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America prior to joining Edward Jones. Outside of financial services, Chaudhary was involved with Newari Kitchen in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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