Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS®|CKA®

Services Offered

• Retirement Planning
• Education Savings Strategies
• Investment Management
• Tax-Efficient Investing

About

Fanny Cruz is a Certified Financial Planner (CFP®) and financial advisor based in Blue Bell, Pennsylvania. She provides a range of financial services including retirement planning, education savings strategies, and tax-efficient investment management. Fanny believes in the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking to build long-term wealth and prepare for major life milestones.

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