Edward Jones - Financial Advisor: David Boerio

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

David Boerio is a financial advisor based in Napa, California, affiliated with Edward Jones. He provides a range of financial planning services, including retirement preparation, education savings strategies, and investment management. David emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them build wealth and make informed investment decisions.

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