Edward Jones - Financial Advisor: Caroline A Whitlock, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Caroline A Whitlock is a Certified Financial Planner (CFP®) and financial advisor based in Enumclaw, Washington. She specializes in helping clients prepare for retirement, save for education, and engage in tax-smart investing. Caroline believes in the importance of face-to-face conversations to understand her clients' financial goals. Her practice focuses on providing personalized financial guidance to individuals and families in her local community.

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