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Advisor Detail

LJ Jones

L.J. Jones

Designation: CPA,CSLP®
Languages: English
Developing Financial empowers young lawyers to build a solid financial foundation. My process educates, guides, and helps you make wise financial choices regarding student loans, savings, investments, and spending. You worked so hard to have this career. Let's make the most of it!

Contact Information

9 Humboldt Ct.
Business Phone:
619-432-7013
City: Pacifica
State: CA
Zipcode: 94045
Business Name:
Developing Financial

Business Information

Having worked as a CPA and financial planner, I've witnessed the financial struggles of young individuals and also the regret of those nearing retirement. It pains me to see people unable to afford their dream lifestyles. That's why I've dedicated myself to changing people's financial lives for the better.

My mission is to empower young lawyers to establish a strong financial foundation early on, avoiding future financial mistakes and seizing opportunities. Introducing the Developing Financial Process! My process identifies your priorities, analyzes your finances, creates a comprehensive plan, and implements and adapts it as your life evolves, all while educating and empowering you throughout. My process includes paying off your student loans, investing effectively, intentionally saving and spending, and achieving your financial goals.

I firmly believe that everyone should live their dream life without financial worries.

Disclaimer:
Developing Financial LLC (“DF”) is a registered investment advisor offering advisory services in the State of California, Texas, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
Focus Areas:
Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Retirement planning, Insurance, Personal Taxes, Business related (partnerships, etc)
License:
FINRA 315242
CSLP Issue Date:
6/27/2021
CSLP Expiry Date:
6/27/2024

© 2016-2024 CSLA Institute Board of Standards. All Rights Reserved.

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