Edward Jones - Financial Advisor: David Wallace, CFP®

Services Offered

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

About

David Wallace is a Certified Financial Planner (CFP®) and financial advisor based in Columbia, South Carolina. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. David provides personalized financial guidance through face-to-face consultations, ensuring that clients' financial goals are met. His practice focuses on helping individuals and families build long-term wealth and prepare for major life milestones.

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