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Linh T

CFP®, Series 63, Series 66

Menlo Park, CA

Edward Jones

Linh Thai is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Based in Menlo Park, CA, Linh holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Retirement income strategy Early retirement planning Liquidity event planning Stock option exercise strategy Wealth management Retired Founder/Business Owner Executive
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Benito B

Series 66

Menlo Park, CA

Edward Jones

Benito Barillas is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for six years at Seguros Antigua, Corredores de Seguros, S.A. Outside of his advisory role, he has a partial ownership interest in a house rental business in Antigua Guatemala. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner Hispanic/Latino/Latinx Intergenerational Families
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