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Edward Jones - Financial Advisor: Philip Waelbrock

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United States
Elk Grove, CA
Edward Jones - Financial Advisor: Philip Waelbrock

Edward Jones is a financial services firm dedicated to serving the needs of individual investors.

I hold the following Professional Designations:
CFP® and CRPC™ I partner with families and professionals to create and maintain a individual plan for building intergenerational wealth. Together, we will use unique solutions designed to build the right accounts to plan for your future. I look forward to helping to make sure your plans are what you need to identify and achieve your ideal retirement goals. Member SIPC.
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10/30/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/27/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

10/23/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/16/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/09/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/02/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

Address

2230 Longport Court Suite 120
Elk Grove, CA
95758

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 3pm

Website

facebook.com

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