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Michael J Hernan
FINANCIAL ADVISOR
Edward Jones - Lake Forest,CA
Having grown up in Youngstown, OH, my upbringing had a large impact on my reason to become a financial advisor, specifically with Edward Jones. The Midwestern company philosophy of Edward Jones has been an ideal fit for me and my clients.My...... Show More
Location & Business Hours
Thursday
08:00AM to 07:00PM
Friday
08:00AM to 07:00PM
Saturday
appointment
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About
Having grown up in Youngstown, OH, my upbringing had a large impact on my reason to become a financial advisor, specifically with Edward Jones. The Midwestern company philosophy of Edward Jones has been an ideal fit for me and my clients.My goal is to simplify the investing process for everyone I meet with. I enjoy learning as much as I can about my clients and prospective clients, designing a customized plan tailored to their individual needs and goals and then partnering with them for the rest of their lives.While retirement planning is the main focus, I also partner with clients to help them reach goals related to education planning, estate considerations and legacy planning, banking services, life insurance and long-term care / disability insurance.When a client decides to work with me, they are choosing to partner with a knowledgeable and respectful professional who will always have their best interest as the top priority.I am a graduate of the Fisher School of Business at Ohio State University. I hold both the Charted Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. I am an active member of The Knights of Columbus at my parish of Our Lady of Mount Carmel Catholic Church.
Specialities
Retirement Savings Strategies
Portfolio Reviews
New Investors
Retirement Savings Strategies
Portfolio Reviews
New Investors
Search Rank ScoreLearn More →
45
/850
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Positions
- ChFC®, CLU®
FAQs
Here are some Frequently Asked Questions about Michael J Hernan
What organization is Michael J Hernan associated with?
Michael J Hernan is associated with Edward Jones.
What is Michael J Hernan’s work email address?
Michael J Hernan’s professional email address is m************n@e**********.com. You can also email Michael J Hernan by clicking on the contact Michael J Hernan.
What is Michael J Hernan's phone number?
Michael J Hernan's phone number is (949) 699-3323
What is Michael J Hernan's title??
Michael J Hernan is a FINANCIAL ADVISOR.
What is the position of Michael J Hernan in Edward Jones?
Michael J Hernan is the FINANCIAL ADVISOR at Edward Jones.