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Rene C

Series 66

Huntington Beach, CA

Edward Jones

Rene Costales is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, Rene was employed at Adorama, Inc. and Recreational Equipment, Inc. (REI). Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning ESG / Sustainable investing Sales Professional Hispanic/Latino/Latinx
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Ryan O

Series 63, Series 66

Huntington Beach, CA

Edward Jones

Ryan Omoto is a financial advisor with Edward Jones in Huntington Beach, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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