Edward Jones - Financial Advisor: Brian D Lundberg, AAMS®

We are an independent wealth management firm with offices in North San Diego County and Scottsdale, AZ. We help individuals and small business owners in Arizona and California build, manage and protect their wealth in a way that positions them to reach their goals and leave a lasting legacy. We serve as each client's personal CFO, helping develop investment strategies that position you to thrive both financially and personally. When you work with AZCA Financial Group, we handle the financial details—from retirement planning to estate settlement so that you can focus on the things that matter most to you.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Helping clients like you achieve all of your retirement and investing goals