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Edward Jones - Financial Advisor: Kari Cierley

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Murrieta, CA
Edward Jones - Financial Advisor: Kari Cierley

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From a young age, I had an interest in investing. At 18, I made my first stock purchase and never looked back. I have earned the CFP® professional certification.

Now, as a financial advisor, I am passionate about educating and empowering my clients to make well-informed financial decisions to improve their lives. Using an established process, I gain a thorough understanding of my clients, their priorities, values and goals. After reviewing their current situation, I identify opportunities to build, grow and protect their wealth. Once their personalized strategies are implemented, I continue to do the heavy lifting by partnering with them to help keep them on track and adjust their strategy as their lives develop. To provide comprehensive service, I work with clients’ CPA, attorney and other professionals. Any solutions I recommend are based on what's in the best interest of my clients. The heart of my wealth strategies practice is helping clients achieve what's most important to them. I make the complex easy to understand and can answer your questions such as:

- How much do I need to save?
- Will I have enough?
- How do I draw income from my investments? Born and raised in Temecula, I graduated from San Diego State University and became a financial advisor to make a difference for people in my community including business owners, families and women. I enjoy working with those experiencing a major life change: retirement, career transition, divorce or inheritance. My husband, Dan, is a firefighter who loves that he is able to help people every day, as well. Within the community, I support several organizations, the CalFire Benevolent Fund and Toys for Tots. In my free time, I enjoy attending baseball games and concerts, boating in the Colorado River, BBQing and spending time with family. If you are ready to move forward with clarity and confidence to achieve your financial goals, call my office at 951-677-5808. I look forward to partnering with you.
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10/28/2026

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.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zba5OZ

A summary of last week's market highlights and economic news.

10/21/2026

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.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/3VZ3EzQ

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/14/2026

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.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4B3U1Qk

10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/09/2026

The legacy you leave is the sum of countless decisions carefully made over your lifetime, much like a painting that emerges one brushstroke at a time. At Edward Jones, we can help you direct your wealth to the people, causes and community that mean the most to you, strengthening Dallas-Fort Worth today and tomorrow. What legacy do you hope to leave?

Reach out to start a future-focused conversation.

10/07/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

Address

38975 Sky Canyon Drive Suite 209
Murrieta, CA
92563

Opening Hours

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

Telephone

+19516775808

Website

http://www.edwardjones.com/kari-cierley

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