Defense Language InstituteMilitary Trusted Businesses

Edward Jones – Javier Bolante

Experience and Background

My favorite quote is “change is the only constant in life.” – Heraclitus

I started my practice during The Great Recession of 2008. In my first year my wife was an attorney starting her law practice, we had a baby and we bought our first house together. But in August 2009, we learned that my wife had terminal breast cancer and she was given two years to live. I’m a family man, so I went with her to all of her doctors appointments, brain surgeries and chemo treatments. I had to expand my emotional bandwidth because I also had to meet with clients, create solutions to solve their financial needs and take care of our baby at home. Almost two years to the day, my wife died from cancer related complications. 

I believe this experience forces me to look at financial strategies differently. While planning for the expected is vitally important, I spend a little extra time planning for the unexpected. 

I am deeply grateful to our clients that have been on this journey with me. You have allowed me to grow and be vulnerable both personally and professionally. Seeing your visions come to life and the joy that it brings to you and your family is why I love coming to the office every day. 

My story doesn’t end there. I was remarried in 2016 to my amazing and inspiring wife. My core belief is that through hard work, planning and faith, anything is possible.

Invested in the Community!

Focus Areas:
College Savings
Estate & Legacy Strategies
Insurance & Annuities
Retirement Income Strategies
Retirement Savings Strategies
Certifications:
CFP® AAMS®

1000 Munras Ave Ste 100Monterey, CA 93940
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Hours
Monday9:00 am - 6:00 pm
Tuesday9:00 am - 6:00 pm
Wednesday9:00 am - 6:00 pm
Thursday9:00 am - 6:00 pm
Friday9:00 am - 6:00 pm
Saturday12:00 am - 12:00 am
Sunday12:00 am - 12:00 am