Portfolio Reviews | Retirement Strategies | Education Saving Strategies | Preparing for the unexpected | Estate and Legacy Strategies
My desire to become a Financial Advisor stemmed from my strong passion for helping others successfully manage their finances without the stress that often comes with it. I’ve always had an interest in day to day rising cost and inflation and knew I had to work in the finance field at a company like Edward Jones. When I first heard of Edward Jones and its astounding work culture, mentality and moral compass, I knew there was no other company as highly respected and reputable and was determined to work here (which I can happily say I achieved).
I moved to the Queen City in 2017 and come from a farm-like town in India that didn’t offer me the fast-paced, stimulating working environment that I have graciously found here. I am now able to help others plan for their retirement and save for their grandchildren’s education and there is no better feeling in the world. I am here for my clients every step of their way and always offer a helping hand and sounding advice when making important decisions such as finances. I take pride in my strong work ethic and encouraging interpersonal relationships.
When I am not at work, I enjoy spending time in nature where I am able to feel connected and in tune with my surroundings. I love playing sports of all kind and never turn down a time to be active and play. I also volunteer within my community because I believe it’s necessary to give back if we are able to
Making a difference in people's life is a privilege which I get to experience every day. I welcome you to interview me and ask any questions or concerns you have in your daily financial decision.
- Business Retirement Plans
- Education Savings Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
My Personal Interests
- Track & Field
Phone NumberKiran Vishwasrao at (306) 791-0168
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