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

Edward Jones - Financial Advisor: Gary Kneifl

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Roseville, CA
Edward Jones - Financial Advisor: Gary Kneifl

I also completed the Certified Exit Planning Advisor certification in 2024. Please call or stop by my office, or visit www.edwardjones.com for more information.

I'm a CERTIFIED FINANCIAL PLANNER™ Professional and financial advisor with Edward Jones, a financial services firm dedicated to serving the needs of individual investors and small business owners. I recently received CFP® certification and the Chartered Financial Consultant designation, as well as, the Accredited Asset Management Specialist in 2017 and Chartered Retirement Planning Counselor certification in 2015. The additional education increases my overall expertise in order to apply the appropriate financial considerations to professionally help meet the individual retirement planning needs of my clients. With over 18,000 financial advisors serving over 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know what is most important to you, understanding your goals, developing individualized strategies to help you reach your long-term goals and finally working together with you and your family throughout your lifetime to help you stay on track. My branch office administrator, Jennifer Chiappone, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC
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11/04/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

11/02/2026

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to invest in workplace retirement solutions that help financial advisors support business owners and employees as they work toward greater financial fulfillment. Learn more: https://bit.ly/4ks0sXB

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/30/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/28/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

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/4zT8UUe

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

10/26/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/3VX56D1

10/23/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/21/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

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/4sg21tG

Address

3007 Douglas Boulevard, Ste 145
Roseville, CA
95661

Opening Hours

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

Website

https://www.edwardjones.com/gary-kneifl

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