Edward Jones - Financial Advisor: Erika Lockwood, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Erika Lockwood is a Certified Financial Planner (CFP®) and financial advisor based in Santa Rosa, California. She provides personalized financial planning and investment guidance to clients in the local area. Erika specializes in retirement planning, education savings strategies, and tax-efficient investment management. Through face-to-face consultations, she helps individuals and families achieve their financial goals and prepare for significant life events.

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