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Hayden H

Series 66

Long Beach, CA

Edward Jones

Hayden Hunt is a financial advisor at Edward Jones in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles in forensic accounting and a professional accountancy corporation, as well as a brief period pursuing opportunities in professional football. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Early retirement planning Founder/Business Owner
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Christopher A

Series 66

Long Beach, CA

Edward Jones

Christopher Arnaldo is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Enterprise Holdings Inc. for 18 years. Outside of his advisory role, he is involved in a technology and software business, DealersGear, assisting with client relationships. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated capabilities, 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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Raymond F

Series 66

Long Beach, CA

Edward Jones

Raymond Fong is a financial advisor with Edward Jones in Long Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nicalis Inc. for six years and was self-employed at Renown Auto Style Inc. for eight years. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Long Beach, CA

Edward Jones

Cassandra Alvarez is a Series 66-licensed financial advisor with Edward Jones in Long Beach, CA, where she has worked since 2018. She has seven years of industry experience, including three years at Advantage Solutions prior to joining Edward Jones. 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 programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Business exit / sale strategy Business ownership considerations Divorce financial planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Sofian H

CFA®, Series 66

Long Beach, CA

Edward Jones

Sofian Haikal is a financial advisor with Edward Jones in Long Beach, CA, holding the CFA® charter and Series 66 registration with 13 years of industry experience. He has been with Edward Jones since 2013. Haikal is a member of the Pipeline BNI Redondo Beach membership committee, where he helps other members improve their networking skills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Norman C

CFP®, Series 66

Long Beach, CA

Edward Jones

Norman Cauntay is a CFP® and holds a Series 66 license with 14 years of industry experience, all with Edward Jones since 2012. He is based in Long Beach, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through its nationwide network of financial advisors and offers a range of advisory programs along with affiliated mutual funds and trust services.

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