Trisha Braunstein's Linkedin Analytics

People are my passion! I am grateful to have found my calling as a Financial Advisor with Edward Jones in Orange County, CA. I help business owners and individuals achieve what is most important to them with goals based financial strategies. I service clients in Huntington Beach, Newport Beach, Costa Mesa, Irvine, and surrounding areas. Edward Jones has been servicing clients for over 100 years. We pride ourselves on getting to each client personally and aligning goals that matter to them. Allowing someone into the world of your finances and retirement planning is a deeply personal decision, and I take that responsibility very seriously. I got into this business after managing business development for operations in the post acute space. After 17 years of seeing the gap in healthcare through the eyes of my patients and what happens when families don't make an individualized plan , my heart knew that helping bridge the gap was my calling. My family and I live in Irvine. We have three kids: Madison (14), Makayla (12) and Brayden (6). My husband, Brent, and I enjoy traveling, trying new local restaurants and being active. My background enables me to easily relate to business owners and operators. I attended the University If San Diego with a major in business administration and a minor in supply chain management negotiations. I would like to let you know a little bit more about our Paula Carter who embodies amazing customer service at our branch. Paula and her husband, Geoff, and their furry child, Dazey, are avid outdoorsmen. Their favorite place to spend time is Yosemite. Most days she will be greeting you as you come in and answering your needs as our senior branch office administrator in our office. If you think we may be a good fit for you, please call our office to set up an introductory meeting. 949-310-3648. I look forward to getting to know you. Let me show you how our Edward Jones family can make a difference in yours. Trish /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.