Edward Jones - Financial Advisor: Elliot Sandvig, CFP®|CEPA®|AAMS®

Services Offered

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

About

Elliot Sandvig is a Certified Financial Planner (CFP®) and financial advisor based in Santa Rosa, California. He provides personalized financial planning and investment guidance to local clients, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Elliot emphasizes the importance of face-to-face consultations to understand his clients' unique financial goals. His practice serves individuals and families looking to build long-term wealth and navigate major life milestones.

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