• Salvio Pacheco Square
  • Edward Jones - Umberto Leone - Financial Advisor

    • Financial Advisors/Financial Services
    • Investments
    2485 Salvio St.
    Concord, CA 94520
    (925) 798-4946
    Hours:
    Monday
    8:00 am - 5:00 pm
    Tuesday
    8:00 am - 5:00 pm
    Wednesday
    8:00 am - 5:00 pm
    Thursday
    8:00 am - 5:
    • About

      As an Edward Jones financial advisor, I believe it's important to invest my time in thoroughly understanding my clients' needs, particularly as it relates to the continual financing of their retirement. In understanding what is important to my clients, I use an established process to help build personalized strategies to reach their goals. This continues throughout our working relationship as we partner together throughout our lives to help keep your goals on track.

      Positively impacting my clients' lives, particularly as it relates to their financial goals, is my constant inspiration for serving my clients and the focus of my office.