Edward Jones-Financial Advisor: Erly Cornejo

Edward Jones-Financial Advisor: Erly Cornejo “Purpose” is defined as the reason something exists—its intended aim or goal.

For me, purpose is more than a definition it’s the guiding principle that shapes how I serve clients navigating significant financial and business transitions. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Certified Exit Planning Advisor® (CEPA®) professional, I work with business owners and professionals who are preparing for change: succession planning, business exits, retirement, inh

eritance, or other life shifts. My approach combines personalized financial strategies with practical, real-world experience all centered on aligning your plan with your purpose. I’m in my 20th year of coaching competitive sports and 17th year in business leadership. Both continue to shape my belief that success starts with a clearly defined purpose. In coaching and in business, I focus on building alignment, setting intentional goals, and guiding disciplined ex*****on. That same approach drives how I help clients create financial strategies and transition plans that reflect what matters most to them whether that’s growth, legacy, or lifestyle freedom. Who We Serve:
• Small business owners preparing for exit, expansion, or succession
• Entrepreneurs navigating liquidity events or leadership transitions
• Professionals planning for retirement, career shifts, or legacy goals
• Families managing multi-generational planning or complex life events
Common Business Challenges:
• Time and resource limitations
• Growth strategy and scalability
• Employee retention and protection
• Succession and continuity planning
• Business exit preparation and de-risking
Common Financial Transitions:
• Retirement and income distribution
• Career or business sale
• Divorce or family restructuring
• Inheritance and estate planning
• Legal or financial settlements
Raised in Wyoming, I bring small-town values into everything such as respect, trust, simplicity, and community. I’m married to my high school sweetheart, Makayla, and we have three incredible kids: Amiah, Brielle, and Cason. Whether I’m on the sidelines supporting them or guiding clients through major life decisions, purpose remains at the heart of it all. If you’re facing a financial or business transition and want a partner who leads with purpose and clarity, our branch team Jenny Mathill and Demetra Manning, would be honored to connect with you. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Wishing you a merry Christmas filled with love and wonder.
12/25/2025

Wishing you a merry Christmas filled with love and wonder.

STUFF THE BUS!!!Tomorrow is the last day to drop off gifts by the office for the toy drive. We will be taking gifts down...
12/03/2025

STUFF THE BUS!!!

Tomorrow is the last day to drop off gifts by the office for the toy drive. We will be taking gifts down to ‘Stuff The Bus’ on Friday, December 3rd!

Office Location:

2697 Victor Ave
Suite A
Redding, CA

Thank you to all who have been able to contribute, I know it will bring smiles to many kids in our community!

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're plann...
12/02/2025

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4rNgTiG

Happy Thanksgiving to everyone from our family! I am extremely grateful for:- My Family for sharing lots of laughs and l...
11/27/2025

Happy Thanksgiving to everyone from our family! I am extremely grateful for:

- My Family for sharing lots of laughs and love!! So lucky!!
- My Clients for their continued trust in me
- My Work staff for their constant support
- My Coaching family for their shared passion and time
- My Players for their great attitudes and trust

Thank you! Thank you! Thank you!

Wishing you and yours a Happy Thanksgiving filled with family, friends and all the simple joys that make this season spe...
11/27/2025

Wishing you and yours a Happy Thanksgiving filled with family, friends and all the simple joys that make this season special.

What does financial fulfillment mean to you?For many of my clients, it’s not just about growing wealth—it’s about buildi...
11/12/2025

What does financial fulfillment mean to you?

For many of my clients, it’s not just about growing wealth—it’s about building a life of purpose, security and confidence.

That’s why I’m proud to be part of a firm that’s partnering with organizations like Heartland Forward to help more Americans achieve financial fulfillment. Whether it’s expanding access to financial education, supporting small businesses, or advocating for policies that strengthen communities, Edward Jones is committed to making a meaningful impact.

Learn more about this important partnership.

Helping people build lives of purpose, security and financial confidence has become the aspiration of my career. For more than 35 years, I’ve had the privilege of being part of a firm that believes thriving communities begin with listening deeply, understanding what matters most and turning insigh...

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and foug...
11/11/2025

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.

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between ...
09/18/2025

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you ...
09/17/2025

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you can strike the right balance between saving towards both goals.

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

I’m pleased to share that I have earned the Chartered Financial Consultant® (ChFC®) designation as of January 2025.The C...
09/16/2025

I’m pleased to share that I have earned the Chartered Financial Consultant® (ChFC®) designation as of January 2025.

The ChFC® designation, awarded by The American College of Financial Services, represents advanced knowledge in financial planning across investments, insurance, retirement, and estate planning.

I’m grateful for the continued opportunity to expand my expertise and serve clients with an even deeper foundation of financial planning knowledge.

Unemployment and inflation are up, and the jobs numbers are down. How might this impact Federal Reserve interest rate cu...
09/16/2025

Unemployment and inflation are up, and the jobs numbers are down. How might this impact Federal Reserve interest rate cuts before year-end?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
09/15/2025

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Address

2697 Victor Avenue Suite A
Redding, CA
96002

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 1pm

Telephone

+15302213179

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Erly Cornejo posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: Erly Cornejo:

Share