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Corey H

CFP®, Series 66

Petaluma, CA

Edward Jones

Corey Hayashi is a CFP® and Series 66-registered financial advisor with Edward Jones in Alameda, CA. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner Intergenerational Families
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Nicole W

Series 66, Series 63

Petaluma, CA

Edward Jones

Nicole Wade is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities LLC. Outside of finance, she has experience coaching volleyball with Aftershock Volleyball Club and teaching at Rancho Cotate High 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 strategies and affiliated investment options, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Elliot S

CFP®, Series 66

Petaluma, CA

Edward Jones

Elliot Sandvig is a CFP® and Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. His prior experience includes roles at Medtronic and Ascent Services Group, as well as research work at the University of California, Davis (Bers Lab). 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 solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Charitable giving & philanthropy Family Business Business ownership considerations Real estate investing Founder/Business Owner Executive
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