Originally from the beautiful state of Maine, and I am grateful my journey lead me here, to America's finest city. After high school, I served 5 years in the United States Military and then moved to San Diego for college. I obtained my bachelor’s degree in economics from the University of ...
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Originally from the beautiful state of Maine, and I am grateful my journey lead me here, to America's finest city. After high school, I served 5 years in the United States Military and then moved to San Diego for college. I obtained my bachelor’s degree in economics from the University of California San Diego, graduating in 2016. As I was getting my degree I worked as a full-time master trainer at a few local gyms. Health has always been a pillar for me as I move through all the ever changing stages of my life.
I love my career as a Wealth Advisor and enjoy supporting individuals and businesses with the intention of:
- Tax aware investment planning
- Retiring planning
- Investment Management
- Employer 401(k) employee benefits plan with ongoing employee wealth education.
- Community Investing Plans.
Outside of Octavia, I enjoy numerous outdoor activities including running, swimming, lifting, cold plunging, hiking, golfing, gardening, and always open to trying anything else that includes movement. I am enthusiastic about improving our community through education. I am able to practice this through a morning wealth club that I lead at a local elementary school. My overall intention is to build a heart healthy community through the understanding of the "Economics of Wealth”.
Let's connect: https://calendly.com/jaldus/discovery-zoom
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