Edward Jones - Financial Advisor: Dan Rosen, AAMS®

Services Offered

• retirement planning
• education savings
• investment management
• tax-efficient investing

About

Dan Rosen is a financial advisor based in Woodland Hills, California, affiliated with Edward Jones. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing. Dan believes in the importance of face-to-face conversations to understand clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys.

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