Edward Jones Financial Advisor - Cole T. Heimerdinger

Edward Jones Financial Advisor - Cole T. Heimerdinger I believe it's important to invest my time in understanding what's important to you before you invest your money. I hold both my CFP® and CPWA® certifications.

I've established a thriving practice based in Del Mar, California, focused on serving software, aerospace and life science professionals and their families. I like working with smart, ambitious people and having fun. I grew up out in Fresno, CA, and swam competitively most of my life. I still love to play sports, especially now that I live in this beautiful place. I love exploring the city and liv

ing near the beach in La Jolla, and I want to be a better surfer. Eating and reading are really my biggest hobbies, so please send all your recommendations for restaurants and good reads. Whether you are close to retirement or have a decade or more to prepare, I am dedicated to helping you secure your financial future and build generational wealth strategies. Cole Heimerdinger, Financial Advisor, CFP®
[email protected]​​

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
05/29/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4xg4aI7

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Staying invested despite geopolitical events can pay off in the long run.

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
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This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
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Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

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A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
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Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

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Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. ...
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Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

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Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and foug...
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On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

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