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Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™
5083 Santa Monica Avenue, San Diego, California, United States
About the Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™
Edward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California. Specializing in providing comprehensive financial planning services, Joshua Lightcap and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a commitment to excellence, Edward Jones is the go-to destination for individuals and families looking for expert financial advice and guidance. Contact them today to schedule a consultation and start planning for a brighter financial future.
Photos of Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™
5083 Santa Monica Ave Suite 1 A, San Diego, CA 92107, United States
Opening hours of Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™
"My husband and I started working with Joshua about five years ago. He has worked wonders for us. His knowledge and ability to understand us, and our desires is the best of both worlds. Without him we would be nowhere near where we need to be. Don’t get me wrong, we still have work to do but with him on our side, I know we’ll meet our goals if not exceed them. Before Joshua, we had little bits here and there, now we actually have a plan. I highly recommend this young man. Thanks for your time!"
"I met Joshua as he was in my neighborhood, and we hit it off immediately. Joshua has a very keen sense of what's going on in our world, especially with regards to investing in these times. We connected before I moved out of the State, but reconnected when I came back to visit during Mother's Day. After our meeting, Joshua explained my strategies and offered great advise. I would highly recommend him and Edward Jones, as the training he has received shows in his professionalism and expertise. Jocelyn is also a great asset to the team as she is always eager to help assist you in any way she can. In spite of the rough waters we have been in, Joshua, Jocelyn and Edward Jones have been an invaluable resource I can count on."
"Joshua and Jocelyn are an amazing team. Joshua sent a handwritten card, which was so thoughtful and meaningful. I feel like I can trust his advice. Jocelyn is always super energetic and fun to talk with, and makes sure I have all the information i may need. They're prompt, professional, and kind. It's also really great to see growth in my personal financial goals. With their help, I've paid off bills that have haunted me for 5+ years. Josh helped me make it to my first major adult milestones, buying a house and firming up a plan to help me manage my liabilities. Thanks so much Joshua and Jocelyn!!!"
"Josh is very professional but also connects with you on a personal level to understand your financial goals better and your priorities. I love how he takes the time to do this and when he explains the plan, he ties all back to our goals and that to me shows a deeper level of care and trust. He has helped my wife and I to plan for our future by showing us different options that we did not know were open to us and by taking the time to help us understand. I highly recommend Josh for those who are looking for someone with this level of detail, care, and responsibility."
"Working with Joshua has been great! He and his team helped us be ready to purchase our first home, set up savings for future plans, and is always ready to answer our questions or concerns. Above all, he is a great person and cares for our success."
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