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™