Wendy Jones Cetera Investors

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantSan Diego, California

Contact

Address
9275 Sky Park Court Suite 425, San Diego, California, 92123
Phone
(858) 650-6830
Website
shiehfinancial.ceterainvestors.com/
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

Wendy Shieh Jones Wendy's financial planning philosophy begins with a simple concept; find the balance between living life to the fullest now and saving for the future. Wendy's 17+ years in the financial service business have taken her through many transitions from working in real estate and mortgages, to concentrating on insurance and risk management, to building investment portfolios. These experiences have taught her that there is no one size fits all plan for her clients and each person's situation is unique.