Edward Jones - Financial Advisor: Maria C Pisa, CPWA®|AAMS® - Agoura Hills, California

Edward Jones, a prominent financial services firm established for decades, offers comprehensive financial planning and investment services through its network of dedicated financial advisors. This introduction focuses on one of their representatives in the Agoura Hills, California area, Maria C. Pisa, holding the prestigious CPWA® (Certified Planning Wealth Advisor) and AAMS® (Accredited Asset Management Specialist) designations. Representing a key resource within the Edward Jones ecosystem, Ms. Pisa provides personalized financial guidance to clients seeking to navigate their financial futures.

About Edward Jones

Edward Jones is one of America's largest independent financial advice providers. With a long-standing reputation built on trust and integrity, the company differentiates itself through a deep commitment to client relationships. Their model emphasizes personalized service, where financial advisors, like Maria C. Pisa, work closely with clients to understand their unique financial goals, risk tolerance, and life circumstances. The core philosophy of Edward Jones revolves around fiduciary responsibility, meaning advisors are legally obligated to act in their clients' best interests above all else. This ethical foundation forms the bedrock of their service delivery, aiming to provide holistic financial solutions tailored for individual needs, whether it's retirement planning, investment management, or navigating complex financial decisions.

Maria C. Pisa: Profile and Expertise

Maria C. Pisa, serving clients in the vicinity of Agoura Hills, is recognized for her professional qualifications and experience within the Edward Jones framework. Her credentials, including the CPWA® and AAMS® designations, signify a high level of expertise in financial planning and wealth management. The CPWA® designation focuses specifically on integrating financial planning principles with investment strategies, ensuring a comprehensive approach. The AAMS® designation highlights her knowledge in managing client assets through disciplined, research-driven strategies. While specific years of experience or educational background details might require direct contact, her status as a CPWA® and AAMS® suggests a strong foundation in delivering sophisticated financial advice tailored for building and preserving wealth.

As a financial advisor at Edward Jones, Maria C. Pisa's role extends beyond mere investment recommendations. She is expected to guide clients through various life stages and financial markets, emphasizing long-term goals over short-term market fluctuations. Advisors typically engage in thorough discovery sessions to understand clients' aspirations, current financial status, and any legacy planning concerns. Her areas of service align with Edward Jones' offerings, focusing on:

• Financial Consulting: Analyzing overall financial health, identifying strengths and weaknesses, and formulating comprehensive strategies.
• Finance Brokerage: Facilitating transactions for investment products, leveraging access to a wide range of options available through Edward Jones.
• Investment Services: Providing tailored investment advice, portfolio construction, and ongoing monitoring to meet specific risk-return objectives.
• Stock Brokerage: Assisting clients with stock selection, research, and execution of buy/sell orders within the equity markets.

The scope of her expertise suggests she can offer guidance across the spectrum of personal finance, from initial retirement savings accumulation to more complex wealth transfer strategies, leveraging her designations effectively. Her approach, backed by the Edward Jones brand, positions her as a strategic partner in achieving financial security and growth objectives.

Office Location and Accessibility

Edward Jones Financial Advisor Maria C. Pisa maintains her practice from a physical office location designed for client meetings and accessibility. The office address is provided as 28127 Agoura Rd, Agoura Hills, CA 91301, situated in the United States. This location places her within the Agoura Hills area, potentially serving clients not only locally but also those commuting from surrounding regions seeking personalized financial advice.

Clients interested in meeting her are advised to check the official Edward Jones website link provided for the most accurate contact information and appointment booking procedures. However, the provided accessibility information is crucial for those with mobility needs. The practice is noted for being wheelchair accessible, featuring:

• Wheelchair-accessible car park: Ensuring clients with limited mobility can access the building conveniently.
• Wheelchair-accessible entrance: Facilitating easy entry into the office premises.
• Wheelchair-accessible toilet: Providing an accessible restroom facility for clients and visitors.

These features reflect Edward Jones' broader corporate initiatives towards inclusivity and ensuring that all clients, regardless of physical ability, can access financial advice services comfortably and independently.

Contact Information

Engaging with Maria C. Pisa or the Edward Jones financial advisory service requires using the provided contact channels. The primary method is typically through the official Edward Jones website or scheduling an appointment via phone. For direct contact, the listed telephone number is 8189994944, which can be dialed directly or accessed via the provided hyperlink. It is imperative to use the designated tel: link or number for ease of dialing on mobile devices.

The official online presence is maintained through the Edward Jones corporate website, accessible at the provided URL: edwardjones.com. This website serves as a central hub for detailed information on her services, downloadable resources, market insights, and importantly, facilitates the booking of appointments. Clients are encouraged to explore this resource for a comprehensive understanding of the financial advisory offerings before scheduling a meeting.

Client Experience and Reviews

When considering engagement with any financial advisor, client testimonials and reviews offer valuable insights into the service quality and advisor-client relationship dynamics. For Maria C. Pisa, specific client feedback can be explored through digital platforms like Google My Business. According to the information available up to this point, this particular branch or advisor listing does not currently display any reviews on Google My Business, as indicated by the statement "This company has 0 reviews on Google My Business." The absence of reviews does not necessarily indicate service quality but simply means no reviews have been submitted or are not currently visible on that platform.

Consequently, the current average rating derived from available review data stands at 0/5, reflecting the lack of any submitted feedback. While this absence prevents an assessment based on direct client experiences, potential clients are advised to consider reaching out directly, attending an initial consultation, or checking if reviews might be available on other independent financial review platforms.

It is also worth noting that Edward Jones, as a large organization, has a significant client base and operates under regulatory oversight. Prospective clients are encouraged to inquire about the advisor's specific approach, fee structure, and performance history during an initial meeting rather than relying solely on the absence or presence of reviews. Many clients prefer Edward Jones precisely because of the established support structure and rigorous advisor selection processes, providing a level of comfort regarding the professionalism expected.