Edward Jones - Financial Advisor: David S Peterson, CFP®

Services Offered

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

About

David Peterson is a Certified Financial Planner (CFP®) and financial advisor based in San Diego, California. He provides personalized financial planning and investment guidance to clients in the local area. David specializes in retirement planning, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to align financial strategies with clients' long-term goals.

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