Edward Jones - Financial Advisor: David J Soltes, CFP®|CRPS™

Services Offered

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

About

David J Soltes is a Certified Financial Planner (CFP®) and financial advisor based in Clovis, California. He provides personalized financial planning and investment management services to clients in the local area. David specializes in retirement planning, education savings strategies, and tax-efficient investing, ensuring that clients are well-prepared for their financial futures. He emphasizes the importance of face-to-face consultations to understand his clients' unique financial goals and needs.

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