San Diego Wealth

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

We were founded in 2020 by Chris Pratt, G. Leah Stapleton, Donnalee Bowles, Noemi Bedford and Corey Solorzano. Our team has extensive experience working together from our time at WHP Financial Planning, Chris’ former firm. Everyone is excited at the opportunity to partner with Chris on his new venture. Our mutual values and shared vision allow us to offer the high level of service and help our clients expect.