• Edward Jones / Chelsea Henriod

    • Financial Advisors / Consultants / Services / Planning
    299 W Hillcrest Dr. #112
    Thousand Oaks, CA 91360
    (805) 306-9488
    Hours:
    M-F 8:00am-5:00pm

    About Us

    As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward, what's most important to you and to understand you before you invest your read more
    • About

      As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward, what's most important to you and to understand you before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help reach your long-term goals.

      Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. We work as a partnership.

      We also have thousands of people and advanced technology support from our home office so we can help ensure you receive the most current and comprehensive guidance. In addition, we also can work with your other trusted professionals (CPA, estate attorney, etc.) and develop a complete, tailored strategy to help you achieve your financial goals.

      While growing up, I was fortunate to have a role model that taught me how to be independent and to have a mindset for success. Every day, I am grateful and it is my passion to help others succeed while doing what I love. Being financially stable and working on your long-term financial goals is important for everyon

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    • Whom to Contact

      • Chelsea Henriod
        Financial Advisor
        299 W Hillcrest Dr.
        Suite 112
        Thousand Oaks, CA 91360
        Phone: (805) 852-7160
        Cell Phone: (805) 479-7290