Edward Jones - Financial Advisor: Andres Jimenez

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Our annual tradition of giving away pies to our valued clients was a big success this year!This time, we had a very spec...
11/27/2025

Our annual tradition of giving away pies to our valued clients was a big success this year!
This time, we had a very special little helper on the Edward Jones team: my 5-year-old daughter, Aliana. It was so much fun watching her hand out pies and spread some holiday cheer.
Thank you to all our amazing clients for another great year. We are so grateful for your trust and partnership!

Market declines, inflation, political turmoil. Don’t let headlines derail your long-term financial strategy Join us for...
11/04/2025

Market declines, inflation, political turmoil. Don’t let headlines derail your long-term financial strategy

Join us for an Edward Jones market update Zoom meeting titled the markets today. All you need is a phone, computer, laptop tablet iPad, whichever you choose no matter how you like to join.

Important Zoom Details:
Date and time: Friday November 7th @ 10:00 am with guest Adam Bertapelle of JP Morgan

To attend, click the following link. If the link does not work, copy and paste it into your address bar.

https://edwardjones.zoom.us/j/95932338539?pwd=pZjiFcQq3a0bLEVg8ARLGbotUJfEtI.1

Presenting at Trivecon this year! The conference theme was fears, and we dove right into the anxieties many business own...
10/16/2025

Presenting at Trivecon this year! The conference theme was fears, and we dove right into the anxieties many business owners have around investing. Our goal was simple: provide the strong, clear foundational principles needed to overcome those fears and build a secure financial future.
It was a joy to share the stage with my wife. Honestly, collaborating with her is one of the biggest perks of the job! We bring different strengths to the table, which makes our message stronger and our delivery seamless. Not only is it fun, but that seamless communication and trust is a genuine advantage we get to pass on to our clients.
Huge thanks to the Passages To Success team for having us and to everyone who attended our session!

Proof that my clients have excellent taste (in music and spice! Last week, it was a piece of music history: an old Fleet...
10/06/2025

Proof that my clients have excellent taste (in music and spice!

Last week, it was a piece of music history: an old Fleetwood Mac vinyl from before Stevie Nicks joined the band. This week? Some fire! Literally. A client brought me a bag of his homegrown ghost peppers and a jar of his homemade ghost seasoning.

It's moments like these that underscore the value of personal connections in business. Truly grateful!

It's an honor to serve on the Board of Directors for the Hispanic Metropolitan Chamber , a role I've cherished for the p...
09/26/2025

It's an honor to serve on the Board of Directors for the Hispanic Metropolitan Chamber , a role I've cherished for the past three years. This organization does vital work investing in the economic growth and development of Hispanic businesses and professionals in Oregon and Southwest Washington.
The Gala was a fantastic opportunity to celebrate our collective achievements, acknowledge the impact we're making, and connect with fellow leaders and community members who are passionate about fostering an inclusive and thriving business environment.
Thank you to everyone who made the 31st Annual Gala a resounding success! Looking forward to another year of impactful work.

Story Time Back in 2020, I took a leap and invested in a banner to advertise my new business at a local school. The pand...
09/15/2025

Story Time

Back in 2020, I took a leap and invested in a banner to advertise my new business at a local school. The pandemic hit, everything shut down and the business that was helping with the banner went under. I had no idea where the banner went or where it was going to be hung. I thought that money was gone. Fast forward to today, coaching my son's football game, and other parents and his teammates pointed it out! My banner, clear as day. The phone number is now wrong but It's a reminder that sometimes the best marketing is the kind that sticks around. And here's a pic of my two kids, cheering me on!

, ,

You bring your dreams; we'll bring the plans!With a journey that began as high school sweethearts, leading to a decade o...
08/26/2025

You bring your dreams; we'll bring the plans!

With a journey that began as high school sweethearts, leading to a decade of marriage since 2011 now flourishing as business partners we offer a distinctive and holistic approach to financial planning. Drawing from Andres's background in banking and wealth management, complemented by Heather's extensive two-decade tenure in banking and business development, we possess the expertise to guide our clients towards a secure financial future.

Our philosophy revolves around cultivating personal connections and collaborating with:
- Individuals in pursuit of a well-defined financial roadmap for retirement.
- Small-business proprietors aiming to navigate investments within their enterprises.
- High-net-worth individuals necessitating tax-efficient financial strategies.

Let's start the conversation about how we can help you achieve your financial goals.








Celebrating with Gale Castillo after a long day of strategic planning at the Winemakers event for the Hispanic Metropol...
07/12/2025

Celebrating with Gale Castillo after a long day of strategic planning at the Winemakers event for the Hispanic Metropolitan Chamber Exciting times ahead, including some new ventures on the horizon for the chamber ⛳️😉!

Investing is about more than just money. It’s about realizing the possibilities for your future. That’s why we work to u...
06/17/2025

Investing is about more than just money. It’s about realizing the possibilities for your future. That’s why we work to understand what’s important to you, following a try and true process.

Let’s start the conversation today, perhaps over a cuppa coffee ( in person or virtually). We can help you begin planning for later – now

Finally, after more than a year, I've framed my Certified Financial Planner (CFP) designation and hung it in my office. ...
05/28/2025

Finally, after more than a year, I've framed my Certified Financial Planner (CFP) designation and hung it in my office. You might wonder why it took me so long, and the simple truth is that for me, the real victory wasn't in displaying the certificate.
Earning my CFP was a deeply personal journey. The true reward came from the dedication, the rigorous study, and the immense growth in knowledge and skill I experienced along the way. Knowing what I had accomplished for myself, and the confidence that brought, was far more significant than any external validation.
This isn't about showing off; it's a powerful reminder of what it means to achieve a goal purely for personal satisfaction.
What personal achievements are you celebrating today, big or small? Share in the comments! And if you're looking for guidance on your financial journey, feel free to visit my website at https://www.edwardjones.com/us-en/financial-advisor/andres-jimenez?y_source=1_MTI4MjExNzYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D.

After six years of building my business, I'm incredibly excited to announce our newest team member, Heather Jimenez ! Fo...
05/22/2025

After six years of building my business, I'm incredibly excited to announce our newest team member, Heather Jimenez !
For the past three years, I've been searching for the perfect person to help me serve our clients, and let's just say, God has a funny way of working. After a long day, I was venting to my wife over dinner about the challenges of finding the right fit. Jokingly, I suggested she join me – and then we realized, it actually made perfect sense! Heather brings a wealth of experience in finance with a
specialty in working with business owners and I know she'll be an incredible asset to our team. Welcome aboard, Heather! I'm excited for this next chapter, both professionally and personally."

I don’t know about yall but you ever feel like you're juggling flaming torches while riding a unicycle in a hurricane? T...
04/15/2025

I don’t know about yall but you ever feel like you're juggling flaming torches while riding a unicycle in a hurricane? That's kind of what running a business can feel like sometimes But hey, amidst the chaos, there's something seriously cool about building something that lasts – something that can weather the storms and maybe even leave a little sparkle behind.
Just like teaching my little one to ride her bike (minus the flaming torches, thankfully!), building a resilient business takes planning, a few 'whoops!' moments, and knowing when it's time to maybe take a different path or celebrate a big milestone.
So, what's your 'dodging the puddles' strategy in the business adventure? I'd love to hear your thoughts. Let's connect and share some survival tips – and maybe a good Dad Joke – along the way!

Address

910 NE Tenney Road #107
Vancouver, WA
98685

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+13605714094

Website

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