Rhonda K. Maxwell
25109 Jefferson Ave, Suite 120
(o) 951-677-1000 (c) 951-704-5775
Rhonda began her career as a Financial Advisor with Merrill Lynch in San Diego, CA, where she developed her fundamental investment knowledge.
She joined A.G Edwards & Sons Inc., in 2001 which later was purchased by Wachovia Securities, a predecessor firm of Wells Fargo Advisors, to take a team approach in providing personalized financial advice for individuals and families. In 2001, Rhonda earned her Certificate of Financial Planning from San Diego State, by completing graduate coursework, and meeting stringent experience requirements.
Rhonda's passion for learning does not end there. Growing up with her father, in the education and agricultural industries, Rhonda learned to enjoy exploring new places and new people. While earning her bachelor's degree at the University of Northern Iowa, she studied in California for a year and enjoyed cycling in the Olympic Velodrome. After college, she settled in the Temecula/Murrieta Valley, and 30 years later still loves all the area has to offer.
Rhonda provides comprehensive investment planning. If a working relationship is developed, she can work with you to help achieve your goals.
Background and Experience
For over two decades Rhonda has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Rhonda has dedicated her career to delivering the personalized investment planning services her clients deserve.
Away from the Office
Rhonda spends her free time with her husband, Ward, a civil engineer, and their daughters, Claire and Camille. They like to stay active both physically and mentally, whether it's hiking together at the Santa Rosa Plateau or taking regular day trips to enjoy the sites of Southern California. Rhonda especially enjoys cycling, and she successfully completed her first century ride in 2003.