Edward Jones - Financial Advisor: Cassandra Alvarez, CRPS™

Services Offered

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

About

Cassandra Alvarez is a financial advisor based in Long Beach, California, affiliated with Edward Jones. She provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investment strategies. Cassandra emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice serves individuals and families seeking to build wealth and plan for significant life events.

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