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Heather Bradley
Financial Advisor 

California Insurance License: 0K92842

California Insurance Agency: 0C24309

1921 W. San Marcos Blvd. Ste 100

San Marcos, CA 92078
P: 760-734-3744 | F:  877-358-2560

email: Heather.Bradley@edwardjones.com

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Financial Advisor, Edward Jones

At Edward Jones, we strive to make sure clients feel heard, and that we understand their
unique story. We also work to help clients understand the investment world in terms they can
relate to.


I have had a wonderful career in the financial services industry for over a decade. I was able to provide investment and insurance solutions to financial advisors throughout the country. I
quickly found the importance and the joy of helping people plan for their future. While it was
rewarding to hear from advisors how impactful the solutions I carried were, I wanted to hear
directly from the source. I wanted to be side by side with people as they created and navigated their plans. I made the decision to jump to the other side of the table to help people accomplish their goals. I worked closely with Edward Jones during my tenure and knew it was the right firm for me.


I am a resident of Oceanside and belong to the Oceanside & San Marcos Chamber of
Commerce and a wonderful church in Carlsbad. I enjoy spending time in my community and
giving back. Staying active is important so you can occasionally find me on the pickleball courts,occasionally on the golf course or walking the hills in my neighborhood. I have many
destinations on my bucket list and enjoy traveling domestically and internationally.
Ultimately, my desire is to be a partner to you and your family. I want to help you meet your
goals and retire well. The planning we do today makes the future unknown more manageable.

 

At Edward Jones, what is most important to us is what is most important to you. We
understand the value of having a financial strategy in place and want you to know you do not
need to navigate this financial world on your own. We are here to assist you with a wide variety of financial goals, including retirement, estate considerations, saving for your child&s
and so much more. I look forward to getting to know you on a personal level and creating a
partnership tailored to your individual wants and needs

Contact

For future investing, money management... 

Let's connect.

Heather.Bradley@edwardjones.com

Heather Bradley-Financial Advisor

California Insurance License: 0K92842

California Insurance Agency: 0C24309

1921 W. San Marcos Blvd. Ste 100

San Marcos, CA 92078
P: 760-734-3744 | F:  877-358-2560

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