Claudia Jaric

Each person defines their unique goals and dreams. And the path to achieving your goals and dreams are also unique. Whether you dream about retiring at 55 or 75, whether you want a simple retirement or a luxurious one or if you just want to ensure your children get a college education, as your Financial Advisor, I can help you.Before making any investment recommendations, I take the time to get to know you and to understand what is most important to you. With that knowledge, I then propose unique strategies I believe are most suitable to you. And I ensure my recommendations align with the time tested Edward Jones investment philosophy that focuses on quality investments, with an appropriately diversified portfolio that you can hold for the long term.I have over 20 years of experience in global corporations where I developed a strong business acumen. I obtained a double major in Finance and International Business, an MBA and the Series 7, Series 66 and Life and Health 215 licenses to serve all of your financial needs. I am also fluent in Spanish and English. In my personal time, I enjoy spending quality time with my family and friends. I love watching my children play soccer and practice their music and as a family we enjoy playing ping-pong, watching family movies and prayer time. I also enjoy playing tennis and one of my goals for this year is to learn how to play golf. I also volunteer at my parish where I teach the young ones and I enjoy participating in religious retreats. Together with my branch administrator, Barbara Zinerco, that has over 20 years with Edward Jones serving clients, we aim to provide you with the highest level of service and attention. If you are seeking professional advice to help you grow, protect and/or transfer your wealth, please contact my office today. I would love the opportunity to help you achieve your dreams!