Mary Beth Hambly, Cfp® Email & Phone Number

After graduating from college in San Antonio, Texas, and a short stint in Germany at a well known shoe company, the Great Recession brought me back to the Bay Area, where I'm from, to start my career as a financial advisor with Edward Jones. In 2015, I earned the CFP® certification and in 2019, I became a limited partner with the firm. In 2023, I was recognized as a Forbes Best-In-State Next-Gen Wealth Advisor. (Source: 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State in California, published August 2023, research by SHOOK Research LLC, data as of March 2023. Compensation provided for using, not obtaining, the rating.)Since 2010, I've been working with my clients to primarily plan for and transition to retirement. Whether you are wondering how to diversify your concentrated stock position or are unsure how to incorporate an inheritance into your financial strategy, I am here to walk you through the details and keep you on track to meet your unique goals. I partner with my clients, along with their CPAs and attorneys, to make informed financial decisions as life changes.When you call the office, you will speak with one of the members of my dedicated support team. It is our privilege as a team to come to work every day to improve the lives of our clients and our community. We look forward to getting to know you!/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Retirement Planning, Understanding Employer Stock Options And Rsus, Sep/Traditional/Roth Iras, and Investments.

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  Trinity University

  Business Administration & German