Nicole Winner

Financial Advisor | 805.933.2779 |

Bio:

At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, either as an individual or as a business owner (or both), we can help you identify specific financial goals and develop strategies to help you work toward achieving them. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. My focus areas include: Retirement Income Strategies, Retirement Savings Strategies, Estate & Legacy Strategies, Charitable Giving, Special Needs Financial Considerations, Business Owner Retirement and Succession Planning, and Intergenerational Planning