Edward Jones - Financial Advisor: Casey A Caliva, CFP®|AAMS®

Services Offered

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

About

Casey A Caliva is a Certified Financial Planner (CFP®) and financial advisor based in San Diego, California. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Casey emphasizes the importance of face-to-face conversations to understand clients' financial goals. His practice serves individuals and families looking to build long-term wealth and achieve their financial aspirations.

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