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Benjamin B

CFP®, Series 66

Oakland, CA

Edward Jones

Benjamin Blake is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, advising clients from the Oakland, CA area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Divorce financial planning General estate planning guidance Inheritance planning Charitable giving & philanthropy Retired Founder/Business Owner Executive Widow/Widower
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Rachel K

Series 66

Oakland, CA

Edward Jones

Rachel Kossler is a financial advisor with Edward Jones in Oakland, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at Williams Sonoma Inc, Gap Inc, and SHC. 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, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Liquidity event planning Retirement income strategy Inheritance planning Business ownership considerations Founder/Business Owner
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