Hi, I’m Ian White and I am an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. I can help you and your family figure out the best way to handle your money by working closely with you and your certified public accountant, attorney, and other professionals.
I became a Mission Viejo Edward Jones financial advisor in 2012. Helping families achieve financial goals so they can spend more time together inspires me.
Finance and economics are my bachelor’s degrees from Central Washington University. To start a family, my wife and I moved to Mission Viejo from Washington State. With two young kids, I think it’s more important than ever to have a financial strategy and revise it as needed.
I started the Young Professionals program at the Mission Viejo Chamber of Commerce and am on the board of that group. I volunteered as a ReStore assistant manager for Habitat for Humanity.
My branch office administrator, Elzbieta (Elizabeth) Halaj, joined Edward Jones in 2018 and joined us in March 2020. She is always striving to put our clients’ needs first and provide excellent customer service, good etiquette, and timely responses to issues. She and her family live in Ladera Ranch and enjoy playing, hiking, and biking together. In her spare time, she likes to read books and cook.
Together, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.