By Edita McQuary
Now that the election is over, we’ve an opportunity to replicate on occasions of the previous yr and to plan for the long run.
Edward Jones is a nationwide firm with consultant workplaces all through the county and 5 (sure, 5!) workplaces within the Scotts Valley space.
Cheryl Rebottaro, who has acquired skilled designations from the School of Monetary Planning, has been with Edward Jones since 2010. By day, her purpose is to assist individuals with their monetary wants, together with investing, financial savings for school, life insurance coverage, retirement planning, long-term care insurance coverage, and property technique. By evening, nevertheless, she has been identified to entertain the area people singing with native bands.
Cheryl’s purpose is to have a complete, holistic multi-generational planning method serving to purchasers to construct, distribute, and cross on their investments. Her enterprise has continued to develop yearly however there may be room for extra purchasers.
She will be able to do Zoom conferences, phone conferencing, and even meet in individual with the suitable Covid precautions.
Contact: Cheryl Rebottaro, AAMS, CRPC, 221 Mt Hermon Street, Suite F, Scotts Valley, CA 95066.
E mail: [email protected] or name 831-461-9311.
Ivor says, “I take pleasure in studying about every of my consumer’s distinctive state of affairs and life experiences whereas creating a personalised technique only for them.
I educate my purchasers whereas explaining difficult ideas in a straightforward -to-understand approach. I really feel proud when my purchasers depart a gathering understanding greater than they did initially.”
In his spare time, Ivor likes to scuba dive and helps educate scuba courses. He’s additionally a long-distance bike owner. He and his spouse, Erica, cycled the Lewis and Clark Path from Portland, Oregon to Iowa and likewise rode the Pacific Crest Path from Portland to Santa Cruz.
He additionally has a 2 yr outdated son, Elijah, who additionally likes to bike!
Contact: Ivor Thomas, 5403 Scotts Valley Drive, Suite C, Scotts Valley, CA 95066.
E mail: [email protected] or name 831-438-2168.
Aaron Brandt grew up in Bakersfield and moved to Santa Cruz in 1993 to attend UC Santa Cruz. He studied laptop science and artwork historical past whereas working as a restaurant supervisor. After 17 years within the service trade, in 2008 he transitioned to Wells Fargo, leaving in 2012 to affix Edward Jones.
Aaron says, “My father compelled me to start investing at 16. I didn’t know what it was or wish to do it, however I did, and after a number of years of blindly contributing, I opened my eyes to it and noticed the advantages, eager to study extra.
That’s a part of how I transitioned into finance. One in all my biggest joys is seeing the look on the faces of my purchasers’ children once I present them the ability of investing over lengthy intervals of time, particularly 40 years.”
He and his household like to get away on lengthy tenting journeys in the summertime, visiting as many nationwide and state parks as they’ll.
Contact: Aaron Brandt, 6630 Freeway 9, Suite 102, Felton, CA 95018.
E mail: [email protected] or name 831-335-8158.
Upon commencement they married and moved to Alaska, the place Zach taught highschool Spanish, ran a portray enterprise, and so they had their kids, who are actually 18 and 16. He has been with Edward Jones since 2005.
Zach says, “I particularly love the tutorial facets of investing. I get to teach individuals properly sufficient for them to make nice monetary choices that can profit them the remainder of their lives and even to the following generations!”
He loves using bicycles, highway, mountain, gravel — any and all of it. When their kids have been youthful that they had a Vanagon that they used for tenting journeys. These days they usually camp of their Sprinter van, utilizing it as a base for excellent adventures.
Contact: Zach Brown, CFP, 5619 Scotts Valley Drive, Suite 120, Scotts Valley, CA 95066.
E mail [email protected] or name 831-438-2778.
Alan Gale was born on an Air Power base in Chandler, Arizona. He lived all around the U.S. and Asia within the Seventies, settling down in Felton round 1975. For his undergrad diploma he majored in political science and minored in constitutional legislation. He additionally has a grasp’s diploma in enterprise administration. He’s been investing for the reason that Nineteen Nineties, and two years in the past turned a monetary advisor.
He left a 22-year profession at a Fortune 500 firm in Silicon Valley as a result of he thought he had a coronary heart assault at age 47. He determined his subsequent profession would give attention to serving to individuals. That’s why he’s at Edward Jones.
He performs guitar and sings in two rock bands. He spent 20 years racing grime bikes, vehicles, and bicycles, and as soon as stood on the footsteps of Mt. Everest. “All of that pales compared to being married to my spouse and greatest pal for 23 years and experiencing being a father to our two boys (18 and 21 now),” he says.
Contact: Alan Gale, 5619 Scotts Valley Drive, Suite 100, Scotts Valley, CA 95066.
E mail: [email protected] or name 831-438-0719.