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