Sound Financial Advice, Edward Jones

BY: ALISON WILSON, Brisbane Chamber Director Marketing / Sales alison@brisbanechamber.org

Raised in Santa Cruz, Sven Geffken grew up in a family of small business owners and experienced the art of juggling professional and family responsibilities. Starting the interview, Sven stated, “I attended San Francisco State where I earned a Bachelor of Science in Finance. I began working in a small business wearing many different hats in the finance department. When the company was acquired by another business, I decided to follow my dream of working one-on-one with small business owners, entrepreneurs, families, and individuals. I knew I wanted to live in a small community next to the ocean. I began my career search and found that Edward D. Jones & Co., L.P. met my core values of communication, trust and community involvement. An Edward Jones branch owner was looking to mentor a new financial advisor in Pacifica and it was the perfect fit for me. I am within walking distance to my home and next to the ocean!”
Sven explained that Edward Jones is headquartered in St. Louis, Missouri with branch offices in the United States and Canada. They make it their mission to provide practical guidance for growing money, financial wealth, and investments to help clients prepare for the future. Edward Jones encourages its financial advisors to work closely with clients to provide practical advice tailored to their needs.
Sven said “I have been able to provide financial services and strategies that my clients can use to meet and achieve long-term goals, financial objectives, cash management, education, long-term protection, and retirement planning. Through communication and trust, we discuss what they want in life, where they are, where they want to go and how to achieve their dreams. My driving motto is to work with my clients, friends, and neighbors to help craft a work-life balance.”
He shared with me that Edward Jones encourages their financial advisors to meet new people and give back to the community. He said, “This is a perfect fit for me, where I can surf, live, volunteer and work on the mountain next to the Pacific Ocean, and coach people in money strategies to make their lives richer and more fulfilled. I am next door to the beautiful city of Brisbane and love the San Francisco Bay, and San Bruno Mountain. I am a member of the Brisbane Chamber of Commerce and want to become more involved.”
Sven is an active Rotarian (membership chair), environmental advocate, and participates in the Alzheimer’s Association Walk to End Alzheimer’s®.
Sven Geffken’s Edward Jones Office is located at 1005 Terra Nova Blvd Suite 2A, Pacifica, CA 94044, his phone number is (650) 355-1365, direct number is 831-818-0666, You can reach him by email at Sven.Geffken@edwardjones.com. His web address is www.edwardjones.com/sven-geffken. Give him a call and welcome him to the Brisbane business community.