Edgar Jimenez learned about money and business from a young age. The son of Mexican immigrants, Edgar's parents opened and ran a family restaurant where he began helping out after school and on weekend washing dishes, and taking customer orders.

Earning a scholarship, Edgar attended Sand Diego State University earning his Bachelors in Economics. His first career employment was at Chase where he started as a personal banker but quickly advanced to working with high-net-worth clients.

With his desire to make a real difference for others, Edgar transitioned to financial planning where he helps clients achieve financial clarity and confidence - no matter their starting point.