FINRA-registered Edward Jones branch at 5083 Santa Monica Ave Suite 1A, operating under the Edward Jones broker-dealer and SIPC membership with a focus on engineers transitioning into retirement. Focus areas on file are Retirement Savings Strategies, Portfolio Reviews, Wealth Strategies, College Savings, and Estate & Legacy Strategies, with tax-coordination work routed to outside CPAs like Beach Area Tax Services during RMD and Roth-conversion season. Introductory consultations, current-strategy reviews, and new-account opens are all handled in-branch, by phone, or by video. The practice model explicitly coordinates with a client's CPA and attorney on strategy, so estate document drafting and beneficiary-designation reviews are typically paired with a local firm such as The Correia Law Firm. The heaviest work is a full retirement-transition plan for a career engineer — coordinating pension elections, deferred-comp rollovers, Social Security timing, and a drawdown sequence across taxable, tax-deferred, and Roth buckets.