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MassMutual financial professional.

Edgar J. Jimenez Moraemail

Credence Financial Group

3435 Wilshire Blvd. Ste 2900
Los Angeles, CA 90010

  • Professional Story

    Edgar Jimenez Mora

    Financial Planner

    Financial Services Representative

    CA Insurance Lic # 4068968

    Investment Advisor Representative

    1253 University Avenue

    San Diego, California 92103

    Phone: 619-493-09044

    Languages Spoken:

    Spanish, English

    Business Philosophy:

    At Financial Haus, Edgar is committed to building his practice. He strives to reach a client-advisor relationship that consists of openness and mutual understanding. By carefully examining each client’s needs, goals, and expectations, Edgar is able to present strategic solutions tailored to specific situations. With the appropriate balance of planning, advice, and product implementation, each plan is customized, unique, and confidential for each client*. Edgar's top priority is to keep the client’s best interest in mind at all times, while keeping their short- and long-term goals in sight.

    Areas of Focus:

    Financial Positional Analysis

    • Cash reserve strategies
    • Debt management
    • Cash flow management
    • Net Worth

    Protection Planning

    • Life insurance planning
    • Disability Income Insurance optios
    • Long-term care insurance
    • Business succession planning
    • Individual & Group Health Insurance

    Investment Planning

    • Asset allocation modeling
    • Risk tolerance
    • Education Funding
    • Diversification strategies

    Tax Planning*

    • Business ownership
    • Non-Qualified investment planning
    • Tax reduction strategies
    • Tax deferral methods

    Retirement Planning

    • Rollovers
    • Retirement Distributions
    • Pre-59 1/2 strategies
    • 401(k)s amd IRAs
    • Social Security Planning
    • Risk Tolerance Transactions

    Estate Planning

    • Asset Ownership strategies
    • Trust funding stragies
    • charitable giving strategies

    Background:

    Edgar graduated with a B.A. in Economics Degree from San Diego State University. Prior to working at Financial Haus, he worked for J.P.Morgan Chase which gave him the skills and knowledge to assist in current role as a Financial Planner.His knowledge in the service industry has given Edgar the ability to better understand and serve his clients’ needs. He has been a resident of San Diego for several years. As an active member in the community, Edgar participates/volunteers in the following organizations: San Diego Hispanic Chamber of Commerce and HandsOn San Diego. Outside of work, Edgar enjoys snowboarding, hiking, fishing, spending time at the dog beach and camping with his dog.

    Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Edgar is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Members SIPC. 10960 Wilshire Blvd, Suite 2100, Los Angeles, CA 90024. (310) 689-3300. *Financial plans can be implemented at the institution of your choice. Representatives do not provide tax and/ or legal advice.

    Education

    San Diego State University (2013-2018)

    Hobbies

    Snowboarding
    hiking
    fishing
    bouldering
    camping
    dog beach
    rock climbing

    Affiliations & Memberships

    San Diego Hispanic Chamber of Commerce
    Theta Chi Fraternity
    HandOn San Diego

    Community Involvement

    HandsOn San Diego

  • Languages:
    • English
    • Spanish

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • LGBTQ
    • Military
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Edgar’s Licenses and Disclosures

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