Edward Jones - Financial Advisor: Mark Cai

Edward Jones - Financial Advisor: Mark Cai Our world is all about immediate satisfaction and quick-fix solutions. My work helps people take the time to think long-term. When potential clients come in and we begin talking about goals, they quickly realize that many are out there - education costs, new homes, comfortable retirements... you name it. That makes it even more critical to start planning now. After identifying your objectives, we employ a combination of investment options to create a comprehensive financial plan. I will create a diversified portfolio to protect you if the market shifts unexpectedly. We would also discuss tax-advantaged investment options. I will also review up to three scenarios for any unexpected life events. I am organized, detailed, and transparent. My goal is to meet yours. The written, personalized financial plan enables you to control your finances. You can make the best decisions for you without any media or a coworker’s influence. As they may suggest various hot stocks or have a few unique questions about estate planning, we may have them. Let’s find out if they are in line with your risk tolerance. My parents were wise money leaders. When I was a child in China, I learned money management and control of my spending. When I turned 18, I moved to Canada, where I studied advanced finance and economics at the university. I have a 2-year-old son, and I am learning more about family responsibility. This unique experience enables me to serve clients from different nations and cultures. In my free time, I like reading, fishing, and watching movies.