Edward Jones - Financial Advisor: Henry DeMatteis III, CFP®|CEPA®|CRPS™

Services Offered

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

About

Henry DeMatteis III is a Certified Financial Planner (CFP®) and financial advisor based in San Marcos, California. He provides investment guidance and financial planning services to individuals and families in the local community. His expertise includes retirement preparation, education savings strategies, and tax-smart investing. Henry is dedicated to helping clients achieve their financial goals through personalized, face-to-face consultations.

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