Edward Jones Financial Advisor - Olivia Foppiano

Edward Jones Financial Advisor - Olivia Foppiano Financial Advisor | Asset Protection Strategies | Retirement Planning | Strategies for Success

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Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you kno...
02/17/2026

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you know you can also use it to fund your legacy goals? Here’s how.

Fund your legacy

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as...
02/04/2026

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as the process comes with many financial and legal considerations.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leav...
01/26/2026

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/4sVQGPz

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, incl...
01/09/2026

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, including AI uncertainty and lingering inflation.

2026 can be a year of positive returns and steady economic growth, in our view, but there are potential risks, including AI uncertainty and lingering inflation.

01/07/2026

Learn what 2026 may hold for the markets and economy, how recent legislation could shape your finances and which strategies remain essential for long-term success.

Watch this webinar live on Jan. 21 at 3 p.m. CT or on demand after.

Wednesday, January 21, 2026 at 3:00 PM Central Standard Time.

These smart strategies can help investors weather the tax changes with confidence.
01/06/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

Start 2026 on the right foot by checking in on your financial goals anytime with Online Access. It’s your one-stop shop ...
01/05/2026

Start 2026 on the right foot by checking in on your financial goals anytime with Online Access. It’s your one-stop shop for tracking your progress and collaborating with your Edward Jones team.

Connect and view accounts you have elsewhere in Online Access.

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]
01/19/2022

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

When you change jobs, it's important not to forget about your 401(k) from your last employer.

4 options to explore [EDJ2020]
01/11/2022

4 options to explore [EDJ2020]

When you change jobs, it's important not to forget about your 401(k) from your last employer.

Are you looking to make a career change? If so, it’s important to understand what will happen to your 401(k) when you le...
01/05/2022

Are you looking to make a career change? If so, it’s important to understand what will happen to your 401(k) when you leave your employer. Let’s chat through the options for managing your retirement assets.

[EDJ2021]

12/28/2021

Leaving a job? Let's connect to review your options for your existing 401(k).

Address

144 Matheson Street
Healdsburg, CA
95448

Opening Hours

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

Telephone

+17074337827

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