Edward Jones - Financial Advisor: Colin P Smith, CFP®|CPWA®

Services Offered

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

About

Colin Smith is a Certified Financial Planner (CFP®) and financial advisor based in San Clemente, California. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Colin believes in the importance of face-to-face conversations to understand clients' financial goals. He provides personalized financial guidance to individuals and families, helping them navigate their financial futures effectively.

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