Edward Jones - Financial Advisor: Cassidy Estrada, CFP®|CEPA®|AAMS®

Services Offered

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

About

Cassidy Estrada is a Certified Financial Planner (CFP®) and financial advisor based in Roseburg, Oregon. She provides personalized financial planning and investment guidance to clients in the local area. Cassidy specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to understand her clients' financial goals and help them achieve long-term success.

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