ProInsight Consulting

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California

Address: 12750 Carmel Country Rd Ste 208, San Diego, CA 92130, United States.
Phone: 8585230210.
Website: edwardjones.com.
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 40 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Edward Jones - Financial Advisor: David S Peterson, CFP®

Edward Jones - Financial Advisor: David S Peterson, CFP® 12750 Carmel Country Rd Ste 208, San Diego, CA 92130, United States

8585230210

Edward Jones - Financial Advisor: David S Peterson, CFP®

Edward Jones is a well-known financial advisory firm with a specific branch located at Address: 12750 Carmel Country Rd Ste 2

Reviews of Edward Jones - Financial Advisor: David S Peterson, CFP®

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
Ariana Feuvrier
5/5

David is incredibly knowledgeable and personable. He makes thoughtful recommendations, takes time to explain and answer every question I have, and is easily accessible. Beyond his financial expertise, he is a great person - trustworthy and affable. Hengameh is also wonderful! David and Hengameh are truly an incredible team and I’m so grateful to have found them.

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
Daniel Williams
5/5

I have known David for many years and he is a true financial professional! Extremely knowledgeable, a tremendous guide for those seeking financial direction and an incredibly nice person. I wish I could give him 6 Stars.

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
Matt Lebrun
5/5

I highly recommend David Peterson as a financial advisor. He delivers great returns but more importantly David is someone you can trust with your money. To me that is the most important thing to feel safe.

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
Joey T
5/5

Five stars for David and his team! As a financial planner, David's friendly demeanor and forward-thinking approach have made all the difference for my family's financial journey. He's helped us exceed our goals and navigate choppy market waters with ease. And let's not forget about his assistant Hengameh – she's a pro at handling financial queries and keeping us on track with important dates. Couldn't recommend them enough!

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
Tim Smith
5/5

I’ve worked with David and Hengameh exclusively for the past 10 years. Without exception, they have been exceptional on all level of customer support. As communicators, investment strategists and partners in reaching my financial goals, their performance has been beyond reproach. Simply stated, David pays attention. He knows the market and moves quickly to take advantage of opportunities. Every year, even during unexpected market depressions, his advice and guidance has been invaluable.

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
Julie Thayer
5/5

David is a wonderful financial advisor who has helped my family plan for the long-term but also thinks about us on a monthly basis to make sure our investments are sound. He is extremely knowledgeable, diligent and honest and a genuinely very nice person. Exactly who you want managing your money. He not only handles our retirement savings but also helped us secure life insurance after the birth of our daughter. He is a wealth of knowledge and I couldn’t be happier with him. I recommend him to all my friends.

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
thomas braden
5/5

David is a great advisor and shapes his financial recommendations to meet each client’s goals. I highly recommend him to anyone needing financial guidance to meet their goals and wanting to grow their portfolio.

Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California
Taylor Burke
5/5

I highly recommend David as a financial advisor. David has been managing assets for me for over ten years. Over that time, my career and personal life have changed substantially with career changes and additional children. Through all of the changes David has done a great job listening and tailoring his advice to meet my changing circumstances and needs. It's obvious that he works hard to master his craft and he is very knowledgeable about markets and tools to help people effectively manage their savings.

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