Edward Jones - Financial Advisor: Gerardo Porraz, CFP®|AAMS®

Services Offered

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

About

Gerardo Porraz is a Certified Financial Planner (CFP®) and financial advisor based in Boca Raton, Florida. He provides personalized financial planning and investment guidance to clients in the area. Gerardo specializes in retirement planning, education savings strategies, and tax-efficient investing. As part of Edward Jones, he emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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