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Philip D

Series 66

Redding, CA

Edward Jones

Philip Dinius is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Tri Counties Bank, American Heritage Bank, and Oral Roberts University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive
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David B

CFP®, Series 63, Series 66

Redding, CA

Edward Jones

David Bullock is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Redding Bank of Commerce and LPL Financial. 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 under management and offers a wide range of advisory programs, investment solutions, and affiliated capabilities through a large 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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Elizabeth P

CFP®, Series 66

Redding, CA

Edward Jones

Elizabeth Price is a CFP®-certified financial advisor with Edward Jones in Redding, CA, bringing four years of industry experience. She has held various positions across healthcare and retail sectors prior to her current role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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David D

Series 66

Redding, CA

Edward Jones

David Dinius is a Series 66 licensed financial advisor with Edward Jones in Redding, CA, where he has worked since 2018. He has eight years of industry experience and previously held roles at Grand Canyon University, Barton Associate, Michael J Dinius DDS, and Simpson University. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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