Edward Jones-Financial Advisor: Trent W Oki

Edward Jones-Financial Advisor: Trent W Oki Certified Financial Planner™ professional - Financial Advisor - Bend, Oregon I enjoy golfing, hiking, running, swimming, and biking in the summer.

Financial Advisor serving Bend, Oregon ] Financial Strategies ] Retirement ] Insurance ] Estate Considerations

I have lived and worked in Central Oregon for over 10 years and take part in all the outdoor recreation available. In the winter I down-hill, cross country, and skate ski. When I am not outdoors I love working on classic cars or doing DIY projects around the house. I believe in a health

y work life balance. I have a 5-year-old son that keeps me endlessly entertained and he follows me everywhere I go. I have 10 years in the Financial Services industry and over 4 years helping clients reach their personal and financial goals. In addition, I am a graduate from Concordia University in Portland, Oregon with a Masters in Business Administration (MBA). This combination of education and experience has given me a unique perspective when working with my individual and business clients. I am passionate about my clients and work to develop lifelong relationships. At Edward Jones, we strive to make our sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment in terms they can relate to. This aligns with my lifelong philosophy of putting the customer first
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/469aBjv

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can ...
05/30/2025

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully fun...
05/29/2025

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully funding it each year.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account option...
05/28/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

The saying "more is better" is not necessarily true when it comes to retirement accounts. Having multiple accounts with ...
05/27/2025

The saying "more is better" is not necessarily true when it comes to retirement accounts. Having multiple accounts with various brokers can make it difficult to keep track of your investments.

Saving for retirement

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement...
05/26/2025

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.www.edwardjones.com/us-en

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97702

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