Edward Jones - Financial Advisor: David J Wall, CFP®|ChFC®|CPWA®

Services Offered

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

About

David Wall is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Private Wealth Advisor (CPWA®) based in Waynesboro, Virginia. He provides personalized financial planning and investment guidance to clients in the local area. David specializes in retirement planning, education savings strategies, and tax-smart investment management. His approach emphasizes face-to-face conversations to help clients achieve their financial goals and prepare for significant life events.

Reviews

Location

Business Information