Edward Jones - Financial Advisor: Gregory Day, CFP®|ChFC®|CIMA®|CRPC™|CRPS™ - Newport Beach, California

Edward Jones - Financial Advisor: Gregory Day, CFP®|ChFC®|CIMA®|CRPC™|CRPS™ is a financial consultant, finance broker, investment service, and stock broker located at 307 Marine Ave #8, Newport Beach, CA 92662. With over 15 years of experience in the financial industry, Gregory Day has earned several prestigious designations, including CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), CIMA® (Certified Investment Management Analyst), CRPC™ (Chartered Retirement Planning Counselor), and CRPS™ (Chartered Retirement Plans Specialist).

The Newport Beach office is wheelchair accessible, with an accessible entrance, parking lot, and restroom. Appointments are recommended, and the office is open Monday through Friday from 8:00 am to 5:00 pm.

Edward Jones is committed to helping individual investors reach their long-term financial goals. The firm's unique investment approach tailors portfolios to the specific needs of each client, and Gregory Day has a proven track record of success in financial planning and investment management.

As a CFP®, Gregory Day has demonstrated a high level of competency in financial planning, including insurance, investment, tax, retirement, estate, and financial management. ChFC® designees have completed advanced financial planning coursework and have demonstrated their knowledge in wealth accumulation, risk management, estate and tax planning, and financial planning for retirement.

CIMA® designees have completed a rigorous certification process that includes a comprehensive exam, a background check, and ongoing education requirements. CRPC™ and CRPS™ designees have also completed extensive coursework and exams in their respective areas of expertise.

The office has a 0/5 average rating on Google My Business, with no reviews currently available. However, Edward Jones is a well-respected financial services firm with a long history of success.