Edward Jones - Financial Advisor: Daniel Lumetta, CFP®|ChFC®|CEPA®|CLU®

Services Offered

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

About

Daniel Lumetta is a Certified Financial Planner (CFP®) and financial advisor based in Metairie, Louisiana. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Daniel is committed to providing personalized financial guidance through face-to-face consultations, helping clients navigate their financial goals. He serves individuals and families looking for comprehensive financial planning and investment advice.

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