Edward Jones - Carmen Valverde-Gill, CFP®
Company Description:
Carmen believes that the most important thing she can do for her clients is to help them achieve a sense of financial well-being.Areas of Focus:
-Retirement Planning
-Investments Portfolios Construction and Reviews
-Tax Planning Strategies
-Estate Planning Strategies
-Charitable Giving
-Small Business
-Domestic Partner Planning
-Insurance
-College Savings Strategies
Complementary Risk/Reward Investment Portfolio Review and Financial Planning Guidance.
Certifications & Awards
Certified Financial Planner™