Edward Jones- Financial Advisor: Susan Kakiki

Edward Jones- Financial Advisor: Susan Kakiki Throughout my life, building relationships and helping others has been an integral
part of who I am.

I chose a career in financial services because I'm passionate about
working with people, and I know that I can make a positive impact in their lives
through financial wellness. Helping people with the things that matter most, knowing
they can take care of themselves and the people they love, is an honor and a
privilege. Adding value through personal connections to help people maintain the
lifestyl

e they want now and plan for in the future is the part of my career I enjoy the
most. I dedicated the first 20 years of my Edward Jones career to making a difference in the
lives of the families I served here in the greater Los Angeles area and across several
states. In 2011, I was honored with the opportunity to be named a limited partner and
I'm proud to be a part of the Edward Jones family working in partnership with my
colleagues. I hold the Series 7 and 66 FINRA licenses as well as insurance and
annuity licenses in several states. I have been a resident of the Santa Clarita Valley since 2006 and opened my office in
Santa Clarita in 2023. I look forward to spending the next 20 years of my career
serving my community, family and friends while continuing to grow my network of
professional and personal contacts. You may find me and my family exploring our
local trails on hikes, dining out, playing at our beautiful parks or out and about in our
amazing community. At Edward Jones, our clients' best interest comes first, and we strive to make sure
they feel heard and understood. It's important that we understand their unique story
so that together, we can create custom solutions that leave a lasting impact in their
lives. My team stands ready to serve families, business owners, women and
pre-retirees who are serious about preparing and reaching their financial goals while
building and protecting wealth. We look forward to the opportunity to welcome you to our Edward Jones family and
would love the opportunity to earn your trust and business. Connect with our team
by calling the Santa Clarita office at (661) 288-2120 to schedule your complimentary
appointment to learn more about how we can partner together.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4xcdEEd

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4dEoc7e

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4dKdkmT

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/49b13qp

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/3R2MMpx

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
05/04/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4es0QCx

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
05/02/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
04/28/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/3QO3rwK

Address

23422 1/2 Lyons Avenue
Santa Clarita, CA
91321

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Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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+16612882120

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