Martina Vega, AAMS® CRPC® (Financial Advisor) Edward Jones Investment
About Martina Vega, AAMS® CRPC® (Financial Advisor) Edward Jones Investment
As a veteran in the finance and banking industries, with close to 30 years experience, I feel passionate about providing guidance, support and education to my clients with integrity and professionalism in mapping out their investment strategy goals.
I knew I had found my professional home when I learned of Edward Jones and their commitment to providing their clients with utmost care and diligence, which aligns with my core values that meeting our clients' unique needs are of top priority.
I feel proud to partner with a firm that has been serving clients for 100 years and honors what is important to them, and which equips me with the most advanced tools and resources available in order to provide our clients the best solutions for their specific needs.
One of my greatest rewards is serving my clients in all facets of their lives, from planning for college, saving for their first home, retirement and estate considerations, as well as helping self-employed entrepreneurs go from business owners to fruitful retirees. No matter the circumstance, I love empowering my clients and showing them it is never too soon or too late to endeavor on a journey of financial freedom.
My clients feel more like family to me, which is why I have made it my mission to be my most authentic self and provide transparency, openness and honesty. This is a reflection of who I genuinely am and a testament to Edward Jones excellence.
I am grateful to share a life with my husband, my greatest supporter and veteran police officer, with whom I share three amazing sons we are both very proud of. Beyond that, I am passionate about my faith, health, wellness and volunteerism.
Products & Services
Retirement and college savings
• Retirement accounts
– Traditional IRA
– Roth IRA
• Education savings accounts
– 529 college savings plans
– Custodial accounts
• Brokerage accounts
• Edward Jones Advisory Solutions®
Business owners
• Business credit cards
• Plans for you
– SEP IRA plan
– Owner-only 401(k) Plan
– Owner-only Defined Benefit Plan
• Plans for your employees
– 401(k) plans for your employees
– SIMPLE IRA
– 403(b) plans
– 457 plans
– Safe Harbor 401(k)
Wealth strategies
• Edward Jones Guided Solutions®
• Edward Jones Advisory Solutions®
• Edward Jones Charitable Gift Fund
(a donor-advised fund)
• Trust Company
• Client Consultation Group
Investments
• Stocks
• Bonds and fixed income
• Mutual funds
• Exchange-traded funds (ETFs)
• Fixed income unit investment trusts (UITs)
Insurance
• Life insurance
• Long-term care insurance
• Long-term disability insurance
Annuities
• Fixed annuities
• Income annuities
• Variable annuities
Cash and credit
• Credit cards and loans
– Personal line of credit (margin loan)
– Personal credit cards
– Debit cards
– Business credit cards
• Savings accounts
• Check writing
Convenient account features
• Direct deposit
• Dividend and income reinvestment
• Electronic funds transfer
• Mobile check deposit
• Monthly investing program
• Online Access
Company Contact
Maria Aleman |
martina.vega@edwardjones.com |
818-892-2244 |
edwardjones.com/martina-vega |
866-560-3621 |