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Edward Jones - Financial Advisor: Matthew J Lenser, AAMS®
Lodi, San Joaquin

Financing specialist
 : 
Edward Jones - Financial Advisor: Matthew J Lenser, AAMS®

Lodi, San Joaquin

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About Edward Jones - Financial Advisor: Matthew J Lenser, AAMS®
Professional experience
Matthew J Lenser, AAMS® - Financial Advisor at Edward Jones, is a trusted professional serving the community of Lodi, California. With a strong background in finance and a genuine passion for helping individuals achieve their financial goals, Matthew is dedicated to providing personalized and comprehensive financial advice. As a Lodi native, Matthew understands the unique challenges and opportunities that the local community faces. He obtained his degree in history from the University of Washington, which has equipped him with a well-rounded perspective and critical thinking skills that greatly benefit his clients. Matthew specializes in various areas of financial planning, including retirement plans, education savings, and estate considerations. He is well-versed in developing tailored strategies that align with each client's unique circumstances, goals, and risk tolerance. Whether you are planning for retirement, saving for your child's education, or seeking advice on estate planning, Matthew is committed to helping you navigate these complex financial decisions. With a client-centric approach, Matthew takes the time to listen and understand his clients' financial aspirations. He believes in building strong and lasting relationships based on trust, integrity, and open communication. By gaining a deep understanding of his clients' financial situations and aspirations, Matthew is able to provide personalized recommendations and solutions that align with their long-term goals. As a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS®), Matthew brings a high level of expertise and professionalism to his role as a financial advisor. He continuously stays updated with the latest industry trends and developments, allowing him to provide informed advice and guide his clients in making sound financial decisions. If you are looking for a dedicated financial advisor who will provide personalized guidance and support, look no further than Matthew J Lenser, AAMS® - Financial Advisor at Edward Jones. Contact him today at *information hidden*or visit edwardjones.com/matthew-lenser to learn more about his services and how he can help you achieve your financial goals.

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Location

Lodi, San Joaquin (95240)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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