Edward Jones-Financial Advisor: Mike Phan

Edward Jones-Financial Advisor: Mike Phan Financial Advisor in Downtown Tracy My first experience with value was buying a two-dollar pack of trading cards and finding a five-dollar card in the pack.

I remember being so happy and building a deck so I could use it. I've always loved buying, playing and collecting trading cards; it's been one of my biggest hobbies. After about 15 years of collecting, I decided it was time to let it go. My money, time and effort paid off – I was able to sell the collection to pay for my corrective eye surgery and make a down payment on a new car. I didn't exactly

know what the end goal was when I was building my card collection, but it did allow me to pay for two of the most expensive purchases I've ever made. I know that we're all trying to save for something. Currently, I'm saving for my retirement and my first home. My goal at Edward Jones is to ask questions to learn what is most important to you, figure out what your goals are and tailor a strategy that will best achieve it. I graduated with an undergraduate and graduate degree in civil engineering. I eventually went on to have a career in project management and telecommunications. I enjoyed the planning and finance portion of the job the most, which is why I know that Edward Jones is a great fit for me. Just a little bit more about me. My wife, Laura, and I both grew up in Stockton and recently moved back after spending time in Southern California. We spend most of our time travelling, going to concerts, eating delicious food and enjoying an occasional beer or glass of wine.
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