Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®

Services Offered

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

About

Damian Lima is a Certified Financial Planner (CFP®) and financial advisor based in Rocklin, California. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. As part of Edward Jones, Damian emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve financial security and navigate major life events.

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