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Philip G

Series 63, Series 66

Huntington Beach, CA

Edward Jones

Philip Gironda is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

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

Series 66

Huntington Beach, CA

Edward Jones

Samuel Valero Jr. is a financial advisor at Edward Jones in Huntington Beach, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Huntington Beach, CA

Edward Jones

Amy Holley is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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