Edward Jones - Financial Advisor: Adam F Chervenak, CFP®|CPWA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Adam Chervenak is a Certified Financial Planner (CFP®) and financial advisor based in Granite Bay, California. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Adam believes in the importance of face-to-face conversations to understand clients' financial goals and provide tailored advice. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

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