Edward Jones Investments
Business or Service Type
Citadel was born and raised in Isabela, Philippines, the youngest of six children. Her mother instilled in her the desire for education and to dream big to have a better life. She graduated as the Valedictorian, finished her bachelor’s in accounting, and went to law school. In 2013, She moved to Taiwan to work for a semiconductor company. In 2015, her cousin brought her here and showed her why America is the land of opportunity and the place for driven, motivated, hard workers. After an extensive process, she was able to pursue and finished her MBA in international business in 2017. While pursuing my MBA, she was working as a caregiver to pay for her education and help her family back in the Philippines, taking care of quadriplegic and older adults. It made her realize how vulnerable people can be, especially if they do not have the financial security needed to preserve the quality of life they want. She married Kelson in 2017. They have a daughter, Jasmine Jade, and a dog named Athena. When not at work, they love spending time with their families, traveling, golfing, checking cars, photography, and playing outdoors. She enjoys being an integral part of the community and am involved with such organizations in NAWBO San Diego, ABWA, LeTip Greater SD, Lions Club, Club Corp, San Diego Regional Chamber of Commerce, and Filipino-American Cultural Organization. Since joining Edward Jones in 2019, She’s proud to be helping individuals with complex needs, families, and business owners make sound financial decisions throughout every chapter of their lives. Working with her clients is like working with her family. She acts as a financial guide helping people navigate their financial journey with integrity, patience, care, and empathy. She would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
San Diego and anywhere in US through virtual meeting.
Retirement Strategies, Portfolio Strategies, Legacy Wealth Strategies, Individuals with complex financial needs. I can speak English, Tagalog, and Ilocano.