Bert Stokes Email & Phone Number

Helping others has always been an integral part of my DNA. Therefore, choosing a career in financial services was a logical path, allowing me to make a difference in the lives of both family and friends within the community.From an early age of life, ingrained in me was the value of working hard. I entered a career in financial services through the long-term care insurance industry, and later spent over a decade at one of the country’s largest asset management firms. My goal at that time, and still today, is to make a difference in people’s lives by assisting them in achieving their financial goals. That is exactly what takes place daily at Edward Jones! This starts with building meaningful relationships and providing personalized full service financial strategies where together we can monitor and track progress towards achieving your goals and objectives.Being able to serve the Greater Sacramento area (our home for over 23 years) is an opportunity to positively impact our community, and one that I look forward to each day.My wife and our two children love living here. We enjoy the parks, golf courses, the American River Parkway, attending and supporting our church, visiting our local library and even finding time to occasionally hit the local gym.When not with family or at work, chances are that I will be participating in one of many hobbies which include fly fishing, mountain biking, snow skiing, backpacking, basketball, home improvement projects or even enjoying an occasional cup of coffee while reading a good book.No matter what stage that you are in along your financial journey, I would love to talk with you about your goals and about how our team can help create a solid game plan to achieve your objectives.Please give me a call to try us on for size. I will personally design and provide you with a free, no obligation assessment of your financial picture, along with some strategic planning suggestions.Looking forward to meeting you.Bert Stokes/*********/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 Polytechnic State University-San Luis Obispo

  City/Urban, Community And Regional Planning