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Dolph G

CFP®, Series 63, Series 65

Cloverdale, CA

Edward Jones

Dolph Green is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and operates out of Cloverdale, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Kristin K

Series 66

Cloverdale, CA

Edward Jones

Kristin Kurpinsky is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she serves occasionally as a notary public for local clients. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates through 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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