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
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a close...
05/23/2025

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a closer look at your retirement portfolio options.

Maximize your retirement savings by getting fully up to speed on individual retirement accounts (IRAs).

Given other expenses and financial goals, some people feel strained to save for education. A 529 education savings plan ...
05/22/2025

Given other expenses and financial goals, some people feel strained to save for education. A 529 education savings plan may help. Let 529 Day (5/29/2025) be your catalyst to learn more.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

Just over half of Americans aren't familiar with 529 plans as a flexible way to save for education costs. If you're one ...
05/21/2025

Just over half of Americans aren't familiar with 529 plans as a flexible way to save for education costs. If you're one of them, let 529 Day (5/29/2025) be your catalyst to learn more.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, ...
05/20/2025

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 lit...
05/19/2025

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 little‐known strategies can help bolster your nest egg?

A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans,...
04/29/2025

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that ca...
04/28/2025

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.

Address

320 SW Upper Terrace Drive
Bend, OR
97702

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Trent W Oki posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: Trent W Oki:

Shortcuts

Share

Category