Edward Jones - Financial Advisor: Ian White, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Ian White is a Certified Financial Planner (CFP®) and financial advisor based in Mission Viejo, California. He provides personalized financial planning and investment guidance to clients in the local area. Ian specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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