Edward Jones - Jeanie Alessandrini, Financial Advisor, CRPC®
FINANCIAL MANAGEMENTFINANCIAL SERVICESWomen-Owned Business
My calling to become a financial advisor stems from my childhood. My father's family left Italy to escape Mussolini and came to the states in the early 1900s. My father, Domenico Alessandrini, became a CPA and moved to California from New York.
He suddenly passed away at the age of 56 when I was 5 years old. They had no trust, no life insurance, and my Mom did not know where to turn. She was told by her cousin that the five kids would end up in foster care and the lawyers and taxes would eat her alive. He offered to take the family home in Orange County and all of the restaurants they ended up owning off of her hands. Yes, he took my father's legacy and left her a widow with five children and nothing!
This is why I believe I had the calling in 2001 to become a financial advisor – to protect the most vulnerable, women, widows and business owners from making the same mistakes. I went on to attain licenses to offer life insurance and long-term care. I'm a perpetual student of the business and attained my CRPC®, Chartered Retirement Planning Counselor ®, designation in March of 2020. I feel very fortunate and love my career, which I take very seriously.
As an Edward Jones financial advisor, I want to understand what is most important to you. I use an established process to build personalized strategies to help you reach your goals. I'll partner with you throughout your life to help keep you on track. I also work closely with you and your CPA, attorney and other professionals to determine the most appropriate strategies in the most tax-efficient manner.