Chris Jalonen

Chris Jalonen

Financial Advisor

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Phone: (858) 558-2090 x6
Fax: (858) 558-2021
E-mail:

My Services 
 
I am a financial advisor committed to providing clients with a broad based and comprehensive method of achieving their financial goals. I follow a systematic three step planning process which includes: assisting the client in formalizing their financial goals, establishing a plan to achieve those goals, and assisting the client in the implementation of the plan.

The financial planning process can include an in depth review of assets, cash flow, retirement planning, investment planning, tax and estate planning.

"The main concern among most of my clients is outliving their assets. I work with them to address the complicated nature of creating a sustainable retirement portfolio and helps them understand the importance of an investment manager with a record of risk management."

My philosophy is to serve the client's needs through a single, comprehensive and accountable organization composed of experienced associates and a network of professionals. With a competent support team behind me, I am able to assemble the financial plans and solutions, as well as meet and communicate with my clients personally.  I do not delegate my clients financial independence to anyone else.

Using a planning approach with every client, I then help to implement financial solutions with the necessary financial products that we deem appropriate. As a broker or agent, I offer the following financial products:

Investments - Mutual Funds, Annuities, Stocks, Bonds, IRA's, CD's
Insurance - Life, Health and Disability

I have been in the financial services profession since 1984. I am proud of my 25 year history and reputation for honesty and integrity in the San Diego community. I am privileged to count among my clients some of the most respected individuals, families and small businesses in Southern California.
 
Qualifications 

Worked in the financial services profession since 1984
Securities Registration Series 7 - General Securities
Securities License 63 - CA State License
Securities Registration 66 - Uniform Combined State Law Examination
CA Insurance License - Life and Health #0834822
CA Real Estate Sales Agent - License #00861141
Attained Certified Fund Specialist Designation in 1994

Education 

Webster University, St. Louis - BA in Business and Technology