Ashwin Mudaliar Email & Phone Number

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I create personalized solutions to address various needs, including but not limited to:o Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations.o High net worth clients who are looking for tax sensitive solutions.o Small business owners who want to invest through their company or develop a strategy for their personal portfolio.When not in the office, I spend time with my fiancée, Jennifer, and our daughter Jiahnna. We enjoy going on walks, exploring Sacramento, and brunching together. You could call us foodies!I am inspired every single day by the people I'm so lucky to work with and meet. My branch office administrator, Melissa Dominguez, and I strive each day to provide the most ideal client experience we can. We are so fortunate to be able to serve the community, and are eager to help more people.At the end of the day, envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a personalized strategy for working toward your goals.Wherever you are on your financial journey, it's beneficial to have a guide and an advocate you can trust. I'd be honored to be yours./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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  California State University-Sacramento

  Finance, General