Edward Jones- Financial Advisor: Craig Milton

Edward Jones- Financial Advisor: Craig Milton I want to understand you and what drives you. I use an established process to custom-tailor personalized strategies to prepare for your financial future.

We will partner together, through all the ups and downs, to help keep you on target as you embark on

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
06/05/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

06/04/2026

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

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06/03/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/43eVYtF

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

El verano está aquí, y es posible que tu familia gaste más dinero en actividades, vacaciones y más. Planifica con antici...
06/02/2026

El verano está aquí, y es posible que tu familia gaste más dinero en actividades, vacaciones y más. Planifica con anticipación tus gastos familiares para que puedas maximizar la diversión.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/3Qhk6ZJ

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4fit9nv

Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

06/01/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

Watch the full episode: https://bit.ly/4uIsD6S

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/4dUHROX

¡Es el mes de los planes 529: invirtamos en conocimiento! Comienza con nuestra lección para comprender el poder de los p...
05/29/2026

¡Es el mes de los planes 529: invirtamos en conocimiento! Comienza con nuestra lección para comprender el poder de los planes 529 y estrategias para allanar el camino para el éxito educativo de tus seres queridos.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4vfPuXp

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/49vyxzR

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
04/30/2026

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.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
04/28/2026

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.

Address

33195 Temecula Parkway, Suite 3B
Temecula, CA
92592

Opening Hours

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

Telephone

+19513039458

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