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Paul D

CFP®, Series 66

San Jose, CA

Edward Jones

Paul Dines is a CFP®-certified financial advisor with Edward Jones in San Jose, CA, where he has worked for 20 years. He holds a Series 66 designation and has spent his entire industry career at Edward Jones. 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, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Retired Founder/Business Owner Executive
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Narayana Murthy N

CFP®, ChFC®, Series 65, Series 63

San Jose, CA

Edward Jones

Narayana Murthy Nyayapati is a financial advisor with Edward Jones in San Jose, CA, holding CFP® and ChFC® designations along with Series 65 and Series 63 licenses. He has five years of industry experience, including roles at Moolya Wealth Management, Becton Dickinson and Company, and Vistex, Inc. In addition to his advisory work, he consults in technology architecture, project management, programming, and business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers advisory programs with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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