Edgar Jimenez Mora

Financial Planner at Financial Haus
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, US

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Feb 2022 - Present

      Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 3435 Wilshire Blvd Suite 2900 Los Angeles, CA 90010, (310) 689-3300 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 3435 Wilshire Blvd Suite 2900 Los Angeles, CA 90010, (310) 689-3300

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Aug 2022 - Present

      Edgar has been providing tax favored solutions for high net worth individuals and business owner clients since August 2022 . At Greater Pacific Solutions, Edgar provides expert guidance to his clients for a lifetime of financial security by helping them identify their definitions of financial security and then focusing on solutions that can help transform those financial goals into a reality. He is committed to finding the right solutions for his clients' personal, family or business needs… Show more Edgar has been providing tax favored solutions for high net worth individuals and business owner clients since August 2022 . At Greater Pacific Solutions, Edgar provides expert guidance to his clients for a lifetime of financial security by helping them identify their definitions of financial security and then focusing on solutions that can help transform those financial goals into a reality. He is committed to finding the right solutions for his clients' personal, family or business needs. Edgar utilizes his own knowledge and experience in combination with the expertise of a team of specialists available through Greater Pacific Solutions and affiliation with nationally recognized organizations. Together, they provide innovative solutions and professional direction to help clients accomplish their objectives. Edgar's professional philosophy: "In servicing my clients, I shall, in light of all circumstances, recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself." CRN202304-281701 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 3435 Wilshire Blvd Suite 2900 Los Angeles, CA 90010, (310) 689-3300 Show less Edgar has been providing tax favored solutions for high net worth individuals and business owner clients since August 2022 . At Greater Pacific Solutions, Edgar provides expert guidance to his clients for a lifetime of financial security by helping them identify their definitions of financial security and then focusing on solutions that can help transform those financial goals into a reality. He is committed to finding the right solutions for his clients' personal, family or business needs… Show more Edgar has been providing tax favored solutions for high net worth individuals and business owner clients since August 2022 . At Greater Pacific Solutions, Edgar provides expert guidance to his clients for a lifetime of financial security by helping them identify their definitions of financial security and then focusing on solutions that can help transform those financial goals into a reality. He is committed to finding the right solutions for his clients' personal, family or business needs. Edgar utilizes his own knowledge and experience in combination with the expertise of a team of specialists available through Greater Pacific Solutions and affiliation with nationally recognized organizations. Together, they provide innovative solutions and professional direction to help clients accomplish their objectives. Edgar's professional philosophy: "In servicing my clients, I shall, in light of all circumstances, recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself." CRN202304-281701 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 3435 Wilshire Blvd Suite 2900 Los Angeles, CA 90010, (310) 689-3300 Show less

  • El Ranchito Restaurant
    • Bishop, California
    • Manager
      • Jan 2005 - Present

      Busser (Jan. 2005-2010) Server (Jan. 2010-2015) Manager (Jan. 2015-Present) Busser (Jan. 2005-2010) Server (Jan. 2010-2015) Manager (Jan. 2015-Present)

    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Banker
      • Jul 2021 - Dec 2021

    • Relationship Banker
      • Jul 2020 - Jul 2021

    • Personal Banker
      • Nov 2018 - Jul 2020

    • Server
      • Oct 2017 - Jun 2018

    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Food Prep
      • Sep 2017 - Dec 2017

  • Mammoth Mountain Resort
    • Mammoth Lakes, California
    • Adventure Guide
      • Jun 2014 - Aug 2014

  • Mammoth Mountain
    • Mammoth Lakes, California
    • Coordinator
      • Nov 2012 - Jan 2014

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Lifeguard
      • Jun 2012 - May 2013

Education

  • San Diego State University
    Bachelor of Arts - BA, Economics
    2013 - 2018

Community

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