Edward Jones-Financial Advisor: Vincent Alessi, AAMS, CRPC

Edward Jones-Financial Advisor: Vincent Alessi, AAMS, CRPC Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Debra, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/Vincent-Alessi for more information.
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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/4gxHz33

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.

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? H...
08/01/2024

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? Here’s an example scenario that tackles this question.

Your financial advisor can help you balance your saving strategy to achieve both goals.

The small things you do now can make a big difference later in life. Here are some factors to consider as you think abou...
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The small things you do now can make a big difference later in life. Here are some factors to consider as you think about retirement.

Tips for getting started

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk...
07/08/2024

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Here’s what we offer

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-te...
06/28/2024

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed ...
06/24/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from his...
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Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

You’ve spent years investing so you can retire on your terms. But as your employer paychecks stop, you’ll need a strateg...
03/12/2024

You’ve spent years investing so you can retire on your terms. But as your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.

As your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.www.edwardjones.com/us-en

Address

5962 La Place Court , Ste # 160
Carlsbad, CA
92008

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

Telephone

+17607298300

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