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Laura Y

CFP®, Series 66

Kailua, HI

Edward Jones

Laura Young is a financial advisor with Edward Jones in Kailua, HI, holding CFP® and Series 66 designations and bringing eight years of industry experience. She has been with Edward Jones since 2017, following a year of service with the State of Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive LGBTQIA Women Professionals Women's Finance Intergenerational Families
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Andrea C

Series 66

Kailua, HI

Edward Jones

Andrea Chen is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previously worked in education at Mililani High School, the Department of Education, and Dayton STEM School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner Military & Veterans
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