Edward Jones - Financial Advisor: Alicia Shepherd, CFP®|ChFC®|CEPA®|AAMS®

Services Offered

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

About

Alicia Shepherd is a Certified Financial Planner (CFP®) and financial advisor based in Scottsdale, Arizona. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. Alicia believes in the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance to individuals and families, helping them navigate their investment options and prepare for major life milestones.

Reviews

Location

Business Information